FocusYOU phone numbers: Foster City and Santa Rosa

 

When Can You Reconvert To A Roth?

When Can You Reconvert To A Roth?

Suppose you converted a traditional IRA to a Roth IRA only to see the value of the assets decline significantly.…

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Combine Investment And Tax Benefits In 529 Plans

Combine Investment And Tax Benefits In 529 Plans

With college costs continuing to soar, what's a cash-strapped parent to do? Consider the benefits of a Section 529 plan.…

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8 Complex Tax Strategies For Low-Basis Investors

8 Complex Tax Strategies For Low-Basis Investors

Are you holding securities whose price has appreciated a lot since you bought them? The problem, of course, is that…

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Turning Up The HEET For Education

Turning Up The HEET For Education

Are you looking to help finance the cost of your grandchildren's college education or medical expenses? There are many possible…

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Saving For Private Or Prep School? A Tax-Smart Way

Saving For Private Or Prep School? A Tax-Smart Way

Does your family have a history of students attending a prestigious private or prep school? You may want to continue…

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Seeking Financial Aid: Don't Fear The FAFSA

Seeking Financial Aid: Don't Fear The FAFSA

Saving money to pay for college is a daunting proposition even if you're reasonably well off financially. With tuition increases…

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Top Court Mandates 401(k) Fee Duty

Top Court Mandates 401(k) Fee Duty

Are you being charged more than you should be for management fees in your 401(k) account? The U.S. Supreme Court…

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Compare Minor's Account To 529 Plan

Compare Minor's Account To 529 Plan

Until the Section 529 college savings plan came along, parents looking ahead to the high cost of college for their…

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8 Compelling Tax Reasons For Roth IRA Conversion

8 Compelling Tax Reasons For Roth IRA Conversion

Should you convert assets in a traditional IRA into a Roth? It depends on your personal circumstances and preferences, and…

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Steer Clear Of These 7 Traps For IRA Owners

Steer Clear Of These 7 Traps For IRA Owners

The rules for IRAs offer plenty of opportunities to save a tidy nest egg through contributions directly to the accounts…

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Are you an engineering or technical professional who has a nagging feeling that you could be doing more with your money?

Welcome to our site!

Most of our visitors want out of the pressure cooker. They come with questions about managing their investments, but really want the answer to one simple question: “Are we going to be okay?”

If you’re like our typical client, you:

  • Have achieved a certain level of professional and financial success.
  • Have stock options, restricted stock or some type of deferred compensation.
  • Have enough on your plate and are seeking solutions to get your time back.

Focus YOU offers integrated financial planning and wealth management services to simplify your life, give you your time back and increase your financial confidence.

While many people can benefit from our services, our founder, William Pitney, has spent over a decade working primarily with engineering and technical professionals.

Our clients have a strong preference for a systematic process, time-tested financial strategies and conservative investment solutions, and appreciate the personal touch.

You live with the constant pressure to deliver projects on time and within budgets, while working with and managing challenging people. We’ve designed our robust financial planning process specifically around you and your time constraints.

We collaborate with you to clarify your goals and achieve positive results. By partnering with us, you will:

  • Make smarter decisions with your money.
  • Mitigate and negate the impact of income taxes.
  • Take care of your heirs and loved ones.
  • Protect your wealth against lawsuits and judgments.
  • Make a difference in your community, should you choose.

Once you put your plan into place, you’ll be able to put parts of your financial life on autopilot.

We are located in the San Francisco Bay Area and have clients as far away as New York.


Have You Achieved Financial Peace of Mind?

Complete this form to download a copy of  "The 10 Must Address Financial Challenges for Peace of Mind."

 

Our Core Belief and Bold Promise

Core Belief: When you get your money right, you can get your life right!

Bold Promise: Help you make smarter decisions to secure financial independence and increase your financial peace of mind.  

Learn more about our commitment to you.

 

A 2nd Opinion Increases Confidence

People over 40 often feel, “This is my last chance to get it right,” but aren't sure what to do.  They often lose confidence in their current plan, investments or advisor's advice.

Our Financial Second Opinion may be what they want.

 

Recent Blog Post

The Certainty of Uncertainty and its Financial Implications.
Life is full of uncertainty.  We as humans crave certainty, but life doesn’t offer it to us. Over the past decade, I’ve heard lots of concerns...
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