At Financial Focus we work with high-net worth individuals, professionals and families, business owners and retirees. Our mission is to provide our clients with comprehensive wealth management solutions which empower them to achieve their financial goals and realize their dreams.
We design for peace of mind by creating personalized strategies that are rooted in sophistication, transparency, and integrity. Our commitment to building long lasting relationships with our clients, understanding their unique needs, and working collaboratively, enables us to create a plan to meet their evolving needs.
Through our expertise and guidance, we strive to give our clients the confidence and clarity to navigate the complexities of wealth management and achieve financial success.
With over 40 years of experience, we have a track record of delivering exceptional financial services, helping clients achieve their goals and earning their trust along the way.
We provide individualized financial services, tailoring our approach to meet the unique needs and goals of each client.
With a wealth of experience guiding thousands of clients, we have earned a reputation as a trusted advisor, providing expert financial guidance and support.
Designing and managing investment portfolios tailored to clients' goals and risk tolerance, with a focus on asset allocation, diversification, and ongoing monitoring*.
Developing a strategy to save and invest for retirement, estimating retirement expenses, and creating a plan for generating income in retirement.
Optimizing tax strategies to minimize tax liabilities, taking advantage of deductions, credits, and tax-efficient investment options.
Working with legal experts to create an estate plan to help clients preserve and transfer their assets to the next generation.
Assisting business owners with financial planning related to their businesses, including cash flow management, tax strategies, and succession planning.
We work to optimize 401(k) and other qualified retirement plans, helping clients maximize contributions and manage their retirement savings.
Evaluating and mitigating financial risks through insurance solutions, such as life insurance, disability insurance, and long-term care insurance.
Addressing specific financial goals and needs, such as buying a home, saving for a major purchase, charitable giving, or managing windfalls or inheritances.