Broker Check

About Financial Focus

And Our Collaborative Approach to Financial Planning

Financial Focus

Financial Focus is an independent financial and retirement planning services firm, dedicated to serving the financial planning needs of individuals, businesses and participants in employer retirement plans. Representing many of the finest, most innovative and financially strong companies in the industry, you can rely upon us to serve your interests objectively and with the highest level of service, knowledge and integrity

Integrity, Experience, Competence

Integrity, Experience, Competence, and the ability to work with leading financial product or service providers make Financial Focus a unique and unbiased advisor. With nearly 100 years of experience in the financial services industry, our collaborative team is highly qualified in the areas of personal financial planning, business and retirement planning. We are a local firm with strong professional relationships and ongoing commitment to the individuals, families, businesses and organizations in our community.

Financial Planning Focus

Financial Planning Focus: Financial Focus develops comprehensive, long term financial planning relationships with individual clients, working in cooperation with other advisors, to meet client needs in investment management, education funding, retirement planning, risk management, and estate and tax planning. We have helped hundreds of individuals develop a financial roadmap to achieve their personal, family and business objectives.

We Put the Client First

We put the client first, understanding their needs and objectives, and take pride in educating our clients about appropriate solutions to their unique financial needs.