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Focus Point Planning
575 West Chandler Boulevard, Chandler, Arizona, United States
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About the Focus Point Planning
Focus Point Planning is a finance institution located at 575 West Chandler Boulevard in Chandler, Arizona. Led by the caring and experienced Certified Financial Planner (CFP®) professional, Marie Burns, we treat our clients like family and assist them with their money decisions. Our focus is on reducing stress and saving time by providing a simplified yet comprehensive roadmap of your financial life. As your objective, personal guide, we are your advocate and pro-active accountability partner, focusing on the key aspects of your financial health: money, motion, and mind.
Without financial advice, you risk losing out on investment returns, tax savings, and proper estate planning. Can you afford not to have a plan for your main resource, money? With almost 20 years of experience, Marie takes a holistic approach to financial health, helping you assess and address concerns that matter to you. We start with a Financial Wellness Review to ensure you are on the right track.
Money is a significant stressor in our lives, and we are here to help you make smart money decisions. We also emphasize the importance of physical and social well-being, as they are closely tied to financial success. By focusing on enjoying your lifestyle and staying active, we aim to improve your overall well-being.
Securities and Advisory Services are offered through LPL Financial, a Registered Investment Adviser. Our Registered Representatives associated with this site can only discuss and transact securities business with residents of select states. Contact us today at our Chandler location to start your journey towards financial wellness.
Photos of Focus Point Planning
575 W Chandler Blvd #220, Chandler, AZ 85225, United States
Opening hours of Focus Point Planning
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 12:00
Saturday:
Day off
Sunday:
Day off
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