Broker Check

How We Help

Letting You Know What to Expect

1. Establish

Establish clear objectives for the advisor-client relationship

2. Discover

Assess client’s financial situation

3. Analyze

Evaluate client’s current financial situation against financial goals

4. Develop

Develop recommendations for achieving client’s financial goals

5. Implement

Implement recommendations most important

6. Monitor

Monitor accounts and make adjustments as needed

Beyond the Process

Services We Provide to Clients

At Financial Focus, we help bring focus and clarity to your financial picture. We do this by taking a comprehensive look at your financial situation, current needs and future objectives. We are able to help you with experience and advice in the areas of:

  • Investment Management
  • Education Funding
  • Risk Management and Insurance
  • Retirement Planning
  • Tax Planning
  • Estate Planning 

We deliver these services by entering into a personal financial planning relationship with the client and by following a consistent process:

  • Establish clear objectives for the client-planner relationship
  • Gather information on the client’s total financial situation, including short and long term goals
  • Analyze and evaluate financial status and objectives, what they own and why they own it
  • Develop and present recommendations and alternatives to better meet the client’s objectives and risk profile
  • Implement the financial planning recommendations that are appropriate
  • Monitor accounts and make adjustments as needed to meet the client’s changing situation.

Long term, comprehensive planning relationships require close cooperation and teamwork with our clients’ other professional advisors to best serve the client’s needs and interests. We strive to develop positive relationships with other advisors in the interest of serving our mutual client’s objectives well.