At ClearFocus, we believe the current times require a new and higher level of financial planning. We focus on the individual first and the numbers second. The fluid nature of today's economic climate requires constant vigilance and a higher level of understanding of individual needs in order to make the decisions necessary to help our clients to reach their financial goals.
Financial decision making, be it saving, spending, investing, or insuring is complicated and difficult on your own. There is no shortage of opinions and products being offered as the "best kept secret or magic bullet" for financial success.
The old approach of a one-time, off the rack product and solution just won't do. The retail financial planning and investment management industry has simply become a crowded market place of salesman and products, that does not lend itself to clear and prudent decision making. Individuals and business owners are forced to diagnose their difficulties and prescribe solutions based on limited information and sales pitches. It is critical for financial success that individuals and business owners make informed decisions that are based on their specific plan and not sales pressure.
|Firm Start Year:||2008|
|Name of Broker/Dealer:||The Investment Center|
|Name of Custodial Firm:||Pershing, LLC|
|I work with the following types of clients:||Individual Investors, Non-Profit Organizations, Businesses, Investment Clubs|
|Investment Types:||Alternative Investments, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Mortgages & Real Estate|
|I can meet clients in the following ways:||Via Email, At your home, At my office, Via Phone, Video Conference, At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Life, Variable Life, Variable Annuity|
|Firm's Number of Clients:||510|
|Assets Managed by Firm:||$129,646,643.00|
|Advisor's Number of Clients:||510|
|Assets Managed by Advisor:||$129,646,643.00|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
All Securities Offered Through The Investment Center, Inc. Bedminster, NJ, Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor. Ludwig DePasquale and David Fazendeiro are Registered Representatives of The Investment Center, Inc. Other insurance products are offered through ClearFocus, LLC. Clear Focus LLC is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc. Important disclosure information
At ClearFocus, we are committed to maintaining the highest standards of integrity in our relationship with you, our client.
We act in your best interest, as a true fiduciary, because we begin our planning process by understanding your situation and your financial goals. As a result, the information, services, and products we provide are always based on your specific needs and circumstances.
Our fiduciary standard also helps to insure you of constant vigilance over your financial plan. In response to the fluid nature of today's economic climate, informed decisions, based sound academic data along with economic principles are routinely recommended to help you reach your financial goals.
As trusted stewards of your wealth, we take pride in our role as partners with you on your journey.
Lynda Forese Practice Manager
|Mon.||8:00 AM - 8:00 PM|
|Tue.||8:00 AM - 8:00 PM|
|Wed.||8:00 AM - 8:00 PM|
|Thu.||8:00 AM - 8:00 PM|
|Fri.||8:00 AM - 8:00 PM|
|Sat.||8:00 AM - 8:00 PM|