As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, we have the experience and resources to meet your needs.
I joined Focused Financial Planning in 2011 after being a full service insurance and investment advisor with a national insurance company for 12 years. I have provided advice on investments, life and disability coverage through out my career. I attained my Certified Financial Planners designation in 2004.
When asked why Focused Fiancial Planning? Many reasons but my top ones are:
We start off by getting to know you. What’s important to you, what are your hopes and dreams for you, your family or your business. What are your concerns and what obsticals we need to address to meet those needs.
We advise you. We have access to a vast array of products and companies to find solutions to meet your unquie needs.
We guide you. You‘re never alone. We’re with you every step of the way. We’ll monitor your progress, adjust if needed and keep you informed.
To contact us regarding investments, life insurance or disability personally or through a group, please call (902) 892-9186 or click on the link to email.
Richard is a third-generation financial broker with over ten years of experience advising families, retirees and business owners.
With a background in both the military and customer service, he has a disciplined approach to achieving goals and providing appropriate solutions.
Richard also serves on a national committee with Advocis, The Financial Advisors Association of Canada. You can reach Richard at 902-370-3030.
Barry J. Hogan, With a degree in business administration Barry entered the life insurance industry in 1979 with Canada Life. He subsequently attained his CLU in 2000.
Barry is an insurance based planner who specializes in the family and small businesses.
Since joining Focused Financial Planning in 1999 Barry has continued to protect and serve his clients financial needs with a personal touch and in depth knowledge of the insurance industry and products best suited for each indiviual.
Please contact Barry at 892-9186 or click on the link to email.
For those who visit the office of Focused Financial Planning, are greeted by our assistant, Linda, who provides invaluable services to clients as part of the Focused team.
Linda handles all adminstrative duties related to successful financial services.