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About Financial Focus |
Our business purpose . . . We lead our clients through the continuing process of financial decision-making, focusing on clear goals and exercising the discipline needed to achieve these goals.
Our expertise is in dealing with these critical situations . . .
Retiring successfully-with grace, dignity and enough money for the future
Becoming and remaining financially independent
Managing lump-sum distributions
Diversifying a portfolio for growth and income
Minimizing the income tax burden
Paying estate taxes without hardship
Disability and long term care strategies
Funding future education costs
We offer . . .
Mutual Evaluation Meetings at no charge...so both parties can determine how to work together before commitments are made
Investment Advice for those clients who want specific investment guidance
Financial Plans for reasonable fees Planned, Periodic Reviews to keep you on course in a constantly changing and
challenging world
Financial Products and Packages-Mutual funds, stocks, bonds and other investments
selected according to your goals, risk tolerance and personal situation.
Pension and Profit Sharing Plan investment and strategies
Income replacement, life and disability insurance for personal risk management and
estate liquidity needs |
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