Guidance for the Journey
InFocus Financial Strategies is committed to helping our clients improve their long-term financial success. Whether you are acquiring wealth or protecting it, are seeking more confidence with your retirement income, or in transition as a business owner or inheritor, we will provide advice and financial strategies.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or like more information on how our firm can assist you, please feel free to contact us. We look forward to hearing from you.
InFocus Financial Strategies is an independent wealth management firm and we are dedicated to helping our clients' create a financial life which supports their personal life. We do this by creating an individualized financial road map to help you reach your goals and to provide guidance along the way.
It is the objective at InFocus to understand each client’s situation, help establish goals and craft flexible enduring strategies for investment and risk management. Our four step planning process seeks to identify wealth transition issues, and ongoing investment and risk management objectives.
The InFocus Financial Strategies Team brings nearly 55 years of combined experience to serve our clients. We bring to the development of strategies a broad range of experience with investment management, retirement income planning, as well as insurance and estate planning.