YOUR TRUE NORTH
IN RETIREMENT
Retirement can take you in a lot of directions. At InFocus Financial Advisors, we show you which paths lead to clarity and confidence. Whether you're nearing retirement or already living it, we align your planning, investments, and decisions to one steady direction: your True North.
Retirement Isn't Our Niche.
It's Our Whole Identity.
At InFocus Financial Advisors, we don't mess with generic long-range projections or 30-year accumulation strategies. Everything we do centers solely around your retirement:
- • Retirement Planning tailored entirely to your goals and lifestyle.
- • Weekly Portfolio Monitoring for risk management and investment opportunities.
- • Proactive Investment Management for continued growth.
- • Optimized Tax, Income, Legacy and Risk Strategies to keep you steady on your retirement path.
- • A Friendly Fiduciary Team invested in your retirement.
Through our True North Planning Framework™, we'll help you see exactly where you currently stand, and map out the moves that make tomorrow smoother. You can be hands-off or closely involved. We'll meet you wherever you're at, and be ready to guide you forward with clarity and confidence.
Because when your team is full of retirement-only financial advisors, your future comes fully into focus.
Meet:
Eric W. Johnston, CFP®
Chief Retirement Officer
InFocus at a Glance
Retirement Doesn't Come with a Roadmap
InFocus is here to help you stay focused on your financial North Star.
Where Are You On Your Retirement Journey?
Whether you're preparing for retirement or already living it, we provide steady guidance through every stage.
Nearing Retirement
You're close enough to see it, but you want to make sure every step is aligned, optimized and done right. We'll help you prepare with clarity, confidence, and a realistic plan for what comes next.
Already Retired
You've made it. Now let's make sure your retirement is structured, steady, and working the way it should. We'll help you strengthen what you've built and stay confidently on track as life evolves.
Know Where You Stand in Just One Hour.
As part of our True North Planning Framework, the first hour you spend with us is often the best hour you can spend getting ready for or improving your retirement. Here's what the path looks like.
The First Call
Fifteen minutes. No obligations. Just a conversation that starts to make sense of it all.
The Retirement Design Session
In one hour, we'll walk through a 12-point checklist that charts where you are, where you could be, and what's standing in the way.
The Clearview Track
A steady cadence of financial guidance, including regular reviews, course corrections, and insights that keep your retirement aligned and focused through every season of life.
Most Firms Start with Your Portfolio.
We Start with Your Actual Life.
Not every retirement is about sailing the world. Sometimes you just want to enjoy time with family and friends. No matter how lofty or leisurely your retirement goals are, InFocus provides turnkey financial services that keep your options open. Instead of grouping you into a preset portfolio like some financial advisors, we build a plan around your actual life and interests. If that sounds old-fashioned, well then, call us proudly out of style.
Insight That Cuts Through the Noise
Explore our free retirement insight sessions—practical, experience-driven conversations designed to help you make smarter decisions. It's real-world guidance you won't find anywhere else.
Retirement Ready Bootcamp:
Staying Successful In Retirement
Thursday, January 15, 2026
2:00 PM - 3:00 PM
South Coastal Library | 43 Kent Ave, Bethany Beach, DE 19930
Retirement Ready Bootcamp:
Staying Successful In Retirement
We will cover:
- •Creating a sustainable retirement income strategy.
- •Understanding Social Security optimization timing.
- •Building confidence in your retirement readiness.
New Tax Planning Ideas Your Retirement Is Missing
A Tax Management Workshop
Tuesday, February 3, 2026
1:00 PM - 2:30 PM
Rehoboth Beach Library | 226 Rehoboth Ave, Rehoboth Beach, DE 19971
New Tax Planning Ideas Your Retirement Is Missing
A Tax Management Workshop
We will cover:
- •Methods to reduce the taxes you pay over your entire retirement.
- •Navigating IRMAA penalties and understanding Required Minimum Distributions.
- •See what most Retirees get wrong in their tax strategies.
Don't Leave It All To Your Kids
A Dynamic Spending Workshop
Thursday, January 22, 2026
10:00 AM - 11:00 AM
Lewes Public Library | 111 Adams Ave, Lewes, DE 19958
Don't Leave It All To Your Kids
A Dynamic Spending Workshop
We will cover:
- •Dynamic spending strategies that adapt to market conditions.
- •When and how to increase spending in retirement.
- •Balancing enjoying today vs. preserving for tomorrow.
Your Compass Through
Every Stage of Retirement
Retirement is a journey that takes many turns—but with InFocus Financial Advisors, you have a team that helps you navigate the map with clarity and confidence.
