MoneyView’s Focus Groups are for clients and their guests. Focus Groups are cutting edge discussions of new or improved financial planning strategies. Topics are either preset or requested by our clients.  Clients can attend one, some or all of the Focus Groups.

Focus Groups do not have to be held at the preset times and place, instead they can be held outside our office at a restaurant or other location at a time of your choosing. Our treat!

If you are a client and would like us to customize a Focus Group for you and your guests please click here or call us at 561-744-0500 (toll-free: 866-3ADVISE).