Why we are focused

At our core, we are passionate about you and your success. As a one-stop-shop company we have spent time thinking about you.

We know what you value most. You value your family, friends, and community and so do we.

It is our priority to offer you knowledge and guidance as we assist in financial, investments, insurance, tax and estate planning strategies. We are a team of credentialed professionals that help at-retirement families, closely-held business owners and individuals that work in the public service sector.

As a team, we are focused. We aspire to be your trusted financial resource. We take pride in cultivating relationships with our clients that can’t be found anywhere else.

The only question that remains is, are you ready to Phocus?

Financial Services

Retirement Services

Public Pension Services