Whether it is developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide forward-thinking and cost-effective financial strategies to our valued clients.
Our keys to success are professional excellence and integrity, and a constant pursuit of open communication and an in-depth understanding of each of our client’s unique financial needs.
Our associates’ credentials, experience and principled approach allow us to deliver on our promise of personalized service and provide an added level of comfort and confidence for our clients.
Our firm’s collective capabilities and experience, partnered with our team approach, allows us to assess and offer you a wide range of financial products and services.
We look forward to helping you take control of your financial future.
Phocus Financial Professionals can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. These include:
- Fee-Based Financial Planning
- Income Distribution Strategies
- Environmental Social and Governance (ESG) Investing, Socially Responsible Investing (SRI) and Impact Investing
- Fiduciary Consultative Services
- Second Opinion Services
- Retirement Planning
- Business Planning
- Estate Conservation Strategies
- 401(k) and other Company Sponsored Plans
- Asset Management Accounts
- Education Planning
- Wrap Fee Accounts
- Brokerage Accounts
- Deferred Compensation Programs
- Buy-Sell Plans
- Fixed and Variable Annuities
- Variable and Traditional Life Insurance
- Disability Income and Other Insurance
- Life Insurance for Key Persons
- Asset Allocation Strategies