Develop a strategy inline with your goals and be given a roadmap that is easy to follow and comprehend. For years, FocusStage has studied the characteristics of wealth accumulation vehicles and has come to the conclusion that there's an underlining commonality with the individuals who are best positioned for financial success. All of these individuals have been educated on the financial principles of how to grow, protect, and transfer wealth.
Whether your long-term objective is to build a source of guaranteed lifetime income, save for a specific retirement goal, or leave a legacy for your loved ones, FocusStage can help by offering solutions with benefits designed to meet you retirement needs. There are three key benefits to producing lifetime income - guaranteed. You should review your life insurance policy every 3-5 years to make sure it's performing as effectively - and efficiently - as possible.
7 out of 10 policies that FocusStage reviews end up saving money or improving their overall policy.
Whether your long-term objective is to build a source of guaranteed lifetime income, save for a specific retirement goal, or leave a legacy for your loved ones, FocusStage can help by offering solutions with benefits designed to meet you retirement needs. There are three key benefits to producing lifetime income - guaranteed. You should review your life insurance policy every 3-5 years to make sure it's performing as effectively - and efficiently - as possible.
7 out of 10 policies that FocusStage reviews end up saving money or improving their overall policy.
Services
The FocusStage team is made up of a team of wealth coaches and market strategists with over 200 years of industry experience.
When working with FocusStage, you should feel comfortable and confident that you're making the best decision for your financial future.
Luis Zapata has been serving and assisting Southern California families with all of their retirement and insurance needs since 1993.
He strives to be a valuable advisor to each client by introducing them to new concepts, strategies and products utilizing his years of expertise in the financial arena and abundant amount of resources that are always at the ready.
When working with FocusStage, you should feel comfortable and confident that you're making the best decision for your financial future.
Luis Zapata has been serving and assisting Southern California families with all of their retirement and insurance needs since 1993.
He strives to be a valuable advisor to each client by introducing them to new concepts, strategies and products utilizing his years of expertise in the financial arena and abundant amount of resources that are always at the ready.
Based in Rancho Cucamonga, CA, FocusStage is an independent financial advisory firm with a very unique approach that helps people find money that they are currently transferring away unknowingly and unnecessarily.
We address areas such as Mortgages, Taxes, how you fund your Qualified Plan, College Planning, and expenses like car payments and credit cards.
Most people will lose more money in these areas than they will accumulate in their lifelong savings account.
At FocusStage, we believe that we can have a bigger impact on your financial future by helping you avoid the losses rather than helping you pick the winning investments.
We address areas such as Mortgages, Taxes, how you fund your Qualified Plan, College Planning, and expenses like car payments and credit cards.
Most people will lose more money in these areas than they will accumulate in their lifelong savings account.
At FocusStage, we believe that we can have a bigger impact on your financial future by helping you avoid the losses rather than helping you pick the winning investments.
FocusStage advises individuals, families, and businesses on ways to grow their money like the wealthy.
Through our five-stage process, we will explore the options currently available to you and build a custom wealth plan designed for your unique situation.
From our findings, my wealth design team and I will craft a customized wealth plan for you and your family entitled, Your Personal Wealth Report; outlining areas for improvements and tax diversification.
After the detailed presentation, there may be an area where more time will need to be spent based upon your level of understanding.
Through our five-stage process, we will explore the options currently available to you and build a custom wealth plan designed for your unique situation.
From our findings, my wealth design team and I will craft a customized wealth plan for you and your family entitled, Your Personal Wealth Report; outlining areas for improvements and tax diversification.
After the detailed presentation, there may be an area where more time will need to be spent based upon your level of understanding.
If you make $67,280 or more in annual income, you are the Top 25% of income earners in America.
You make an uncommon amount of income compared to the general population and are considered "wealthy".
With this in mind, the government then appropriates the amount of taxes you pay for in correlation to the amount of income you make.
Therefore, the majority of taxes - a staggering amount of 84%* - solely comes from the Top 25% of wage earners.
You may be heavily invested in stocks as they approach retirement which could result in large losses to your investments.
You make an uncommon amount of income compared to the general population and are considered "wealthy".
With this in mind, the government then appropriates the amount of taxes you pay for in correlation to the amount of income you make.
Therefore, the majority of taxes - a staggering amount of 84%* - solely comes from the Top 25% of wage earners.
You may be heavily invested in stocks as they approach retirement which could result in large losses to your investments.
The historic volatility combined with the limited availability of traditional retirement income sources, such as defined benefit pension plans, has placed a greater responsibility on Americans savings for their future.
With this greater responsibility comes a need for financial solutions that can help provide a new level of protection for retirement savings.
Whether your long-term objective is to build a source of guaranteed lifetime income, save for a specific retirement goal, or leave a legacy for your loved ones, FocusStage can help by offering annuities with benefits designed to meet your retirement needs.
With this greater responsibility comes a need for financial solutions that can help provide a new level of protection for retirement savings.
Whether your long-term objective is to build a source of guaranteed lifetime income, save for a specific retirement goal, or leave a legacy for your loved ones, FocusStage can help by offering annuities with benefits designed to meet your retirement needs.
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