NewFocus Financial Group: Your Future. In View.

Recent Blog Posts

market-crash

What If 2008 Happened Again? Your Retirement Needs a Portfolio Strategy

July 24, 2017

In retirement, your focus changes. You’re not putting money into your portfolio anymore.

tax

Watch Out for the AMT: Triggers and Strategies to Limit Your Exposure

January 9, 2017

The tax is increasingly affecting middle- and upper-middle-income families.

graduate

Funding Your Grandchild’s College Education Strategically

October 14, 2016

Grandparents can contribute to the rising costs of college education without impacting the student’s eligibility for financial aid.

About NewFocus

NewFocus Financial Group is an independent, Registered Investment Advisory firm serving clients in Northern California and the Pacific Northwest with offices in the San Francisco Bay Area and Vancouver, Washington. Our firm provides comprehensive financial planning and investment management services to individuals, families, business owners, and professionals as well as trusts, retirement and pension plans.
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