Focused Financial Management Group

Focused Financial Management Group

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Focused Financial Management Group offers comprehensive solutions through a spectrum of financial services.

From working to grow your wealth to planning for your family’s future. Securities offered through LPL Financial, Member FINRA/SIPC, www.finra.org www.sipc.org. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Focus Financial Management Group, a registered investment advisor. Financial Advocates Investment Management, Focus Financial Management Group and LPL Financial are separate entities. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial as to accuracy or completeness.

What's My 2026 Tax Bracket? 10/29/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

What's My 2026 Tax Bracket? Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Ways to Supplement Your Medicare Coverage 10/28/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

Ways to Supplement Your Medicare Coverage There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Charitable Giving: Smart from the Heart 10/27/2026

Three tips for giving smart from the heart.

Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations?

Medicare At 65+ 10/24/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

Medicare At 65+ 65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

10/23/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

www.focusedfmg.com

Grantor Retained Annuity Trusts (GRATs) 10/22/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Grantor Retained Annuity Trusts (GRATs) Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

The Cost of Medical Care 10/21/2026

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

The Cost of Medical Care Learn about the risks of not having health insurance in this informative article.

10/20/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

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Intellectual Property and Your Estate 10/17/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Intellectual Property and Your Estate Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

A Home Insurance Claim: To File Or Not To File 10/16/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

A Home Insurance Claim: To File Or Not To File Learn when it may not make sense to file a claim on your home insurance.

Address


39085 Pioneer Boulevard , Suite 1017
Sandy, OR
97055

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 1pm

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Grow With Joe - Certified Financial Planner and Business Analytics Grow With Joe - Certified Financial Planner and Business Analytics
Sandy, 97055

Joe Bautista is a CFP® Professional that provides fee-for-service financial planning to young profe

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