All Posts By clientfocusedadvisors
types of buy sell agreement

Types of Buy-Sell Agreements, What They Are and Which One is For You

Business ventures are extremely valuable entities. Financial strength after so many years of management is not the only driving factor of value, however. Often, the most valuable aspect of a company is the partners who oversee it, individuals who have dedicated immense amounts of resources into its successful cultivation and positive reputation. When circumstances lead…
Read More
living benefits

Living Benefits Life Insurance for Business Owners

Do you have the peace of mind knowing your business could survive even if you had a heart attack? What about stroke or cancer; would you have access to money to cover the expenses? Did you know life insurance could be so much more than just death insurance and in fact help out while you…
Read More
roth 401k vs 401k

Roth 401k vs 401k for High-Income Earners, Which is Best

Without extensive knowledge on the subject, finance can sometimes seem like alphabet soup with the many account names and acronyms that exist indicating so many different things. Even more than the names, the qualifying rules and implications of the many types of closely named aspects of finance can be quite confusing. When it comes to…
Read More

Doctor Retirement Plan, Your Guide to Retiring Successfully

Retirement: the stage of your life that you spend so many hardworking years in preparation for. It’s more common than you might think for people to have a very solid vision for what they’d like their retirement to look like, but a very foggy vision of the steps that they’re going to take to properly…
Read More
New York City Wealth Management

New York City Wealth Management, Navigating Wealth in the City That Never Sleeps

The ‘big apple’ is a city that has become well known for a great number of industries and niches that make it one of the country’s (and world’s) most popular city destinations. With upwards of 8 million residents, New York City is the 1st largest city in the United States and one of the largest…
Read More
police officer retirement plan

Police Officer Retirement Plan, Is Your Pension Enough?

Retirement looks different for individuals depending on the field of work that they are in. Depending on your occupation, you have varying degrees of income, and therefore a different number of years that are respectively spent working toward retirement, and actually spent in retirement. Different occupations also include different retirement benefits, which may include options…
Read More

Jason Hill Quoted in Forbes!

Jason Hill, President of Client Focused Advisors, was quoted in an article regarding how and why to convert term life insurance to permanent life insurance. Jason was asked about the type of permanent policies that could be available when converting from a term life insurance policy to a permanent life insurance policy.  Below is a…
Read More

Jason Hill quoted on BestCompany.com!

Jason Hill, President of Client Focused Advisors, was quoted in an article regarding life insurance for SBA Loans on BestCompany.com!  Jason’s top-notch knowledge regarding life insurance and how it can play a key factor in securing an SBA loan for your business is on displaying throughout the article.  Below is a quote from Jason from…
Read More

Client Focused Advisors Featured in Market Watch!

Client Focused Advisors was recently featured in an article on Market Watch!  The piece highlights some of the distinctive features that sets Client Focused Advisors apart from the rest. Here is a snippet from the article regarding our process: “The Client Focused Advisors team uses a recipe for client satisfaction focusing on educating, communicating, and…
Read More

What is Socially Responsible Investing?

What is Socially Responsible Investing (SRI)? As younger investors begin to invest their own hard-earned money, growing theme is to try to help the environment and people throughout the world.  One way to achieve that goal is to participate in Socially Responsible Investing. Socially responsible investing (SRI), or social investment, also known as sustainable, socially…
Read More