NewFocus Financial Group: Your Future. In View.

Recent Blog Posts

retirement

You Need More Than a Number: 6 Tests to Determine Retirement Readiness

August 18, 2017

How do you know that you’re ready to retire besides reaching a certain portfolio number?

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.

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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