Our FREE Retirement Checklist Meeting Will Work To:

  • Save Taxes.
  • Maximize Social Security.
  • Reduce Risk in Your Portfolio.
  • Work towards a worry-free retirement.

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First, schedule your call

On this call we will determine if our abilities are a match for your needs. We’ll also be able to get your retirement assessment meeting scheduled.


Then, have an Assessment Meeting and receive your summary letter

You’ll know what further strategies you can take to increase chances of retirement success.

Approaching Retirement or Retired

Don’t let planning for retirement become overwhelming. You deserve this time! Our team is here to help you plan well for all of your retirement needs. Our Retirement Checklist Consultation does just that. Identify steps to retire and implement your plan to be prepared for the future.

Discover how our team may fit into your financial future. Our three-step process and complimentary assessment are here to help you improve retirement success and planning.

Schedule Your Time To Talk Today

We do our best work with those who are 55+ or who are already retired

As retirement planning professionals, we work best with those who are retirement investors over the age of 55 and are approaching retirement or already retired. Our professional guidance is here to help you increase your likelihood of having a prosperous retirement.

Our last step of the process is to simply think about working with us. The initial call and assessment meeting will help you determine if our team is a good fit for the advice from InFocus Financial Advisors.

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We would love the opportunity to become your trusted advisor

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