FocusYOU phone numbers: Foster City and Santa Rosa

 

Don't Be Caught In The Web Of This Stealth Tax

Don't Be Caught In The Web Of This Stealth Tax

Most of us are all too familiar with the regular income tax calculation on Form 1040. But a somewhat lesser-known…

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You Have Entered The Twilight Zone-Of Taxation

You Have Entered The Twilight Zone-Of Taxation

There's more to the federal income tax system than just a single calculation. In fact, upper-income taxpayers—especially those generating income…

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4 Tips For Assembling A College Savings Plan

4 Tips For Assembling A College Savings Plan

Sooner or later, most parents hoping to send their children to college must face a harsh reality: It's going to…

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Results From Financial Calculators Don't Always Add Up

Results From Financial Calculators Don't Always Add Up

These days, you can find out virtually anything online.

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A New Retirement Account Debuts, But Is It Worthwhile

A New Retirement Account Debuts, But Is It Worthwhile

There's a new retirement savings account in town.The "MyRA" (for my IRA), authorized by presidential order, combines the tax benefits…

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Markets May Not Be Certain, But Experience Is

Markets May Not Be Certain, But Experience Is

Have you ever wished you could do it all over again? Experience can be a great teacher, and it's natural…

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Ins And Outs Of Nondeductible IRAs

Ins And Outs Of Nondeductible IRAs

If you meet certain requirements, you may be able to deduct your contributions to a traditional IRA, although deductions are…

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Be An Elephant And Downplay Talk Of Bulls And Bears

Be An Elephant And Downplay Talk Of Bulls And Bears

A funny thing happened during the recent run-up in the stock market: People began to forget what happened in 2008.…

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Are you an engineering or technical professional who has a nagging feeling that you could be doing more to 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

Tangible Proof of the Monetary Value of Professional Financial Planning Advice
When it comes to financial planning most people would agree that they "should" have a financial plan. So why is it that 70% of US households don't ...
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