Family Focus Financial Group

Family Focus Financial Group is a financial planner in Lakewood, NJ. The firm specializes in wealth and asset management, helping individuals and families develop retirement strategies that align with their personal values. They serve clients through a structured approach designed to help people pursue their long-term financial goals.

The firm utilizes a proprietary five-step methodology known as the Green Light Retirement Plan to ensure clients are prepared for the future. This process evaluates lifestyle visions, income sustainability, portfolio growth and risk tolerance, healthcare and heir strategies, and retirement tax implications. Founded in 2007 by Kathy Nolan and her son, Sean, the practice is built on a mission to place family needs at the center of financial planning. The team focuses on building long-lasting relationships that can be passed down through future generations.

President and Co-Founder Kathy Nolan, CRPC®, brings extensive industry experience to the firm, having started her career on Wall Street in 1976. Her professional background includes obtaining an insurance license in 1991 and becoming an Investment Adviser Representative in 2009. Her expertise and dedication to the field have earned her recognition as a Top Financial Security Professional by Forbes, an honor she has received six times in seven years.

Family Focus Financial Group is recognized for its high level of professional excellence and its commitment to client goals. The firm's reputation is reflected in the prestigious honors held by its leadership and its dedication to providing comprehensive, well-thought-out retirement plans.

As a dedicated financial planner in Lakewood, NJ, Family Focus Financial Group provides the specialized guidance necessary to help families navigate their path to a secure retirement.