InFocus Financial Strategies Team Update
Our clients have always been our number one focus. Because of this, we are improving many of our daily operations.
Here at InFocus, we are on our way to becoming as paperless as possible. Thanks to technologies like Box and our client accessible financial planner, we can now send and receive documents through the web. This is not only a more secure method but is also faster and more eco friendly.
So that we may best serve our clients, we work in a collaborative environment. This means that any of our team members can assist you, in the absence of any one person. We take the time to thoughtfully document the needs and requests of our clients so that we are all on the same page.
To read all about our InFocus Financial Strategies team, check out our about us section.