Who We Are

Your Retirement Team

In a world of “low-value single advisor offices” or “over-staffed high-fee offices,” our highly educated and experienced team is a nice blend of size and sophistication, with advanced and personalized investment and planning capabilities. Our office is sized to accomplish a great deal for you while keeping the costs to clients lower than the industry average.

InFocus team of financial advisors posing

Credentialed Professionals

Our team consists of two CERTIFIED FINANCIAL PLANNERS™, a Certified Public Accountant, and a Personal Financial Specialist—as well as registered securities representatives and several support staff. This allows us to perform advanced cash-flow based financial planning with accurate tax projections—executing sophisticated planning strategies and annual analysis. Our team size allows us to perform formal, regular market research as well as update individual client investment strategies and financial plans on a frequent basis. Our internal, routine procedures and meetings all focus on working towards our clients retirement success.

InFocus financial advisor working with retiree looking at computer screen

Contact Us Today

We would love the opportunity to become your trusted advisor