What We Do
Our Mission Statement
Focus Financial Retirement Specialists exists to educate and empower clients to make financial decisions that will have a positive impact on them and their families for generations to come.
What We Do
Our financial planning process is not a product we sell but a long-term relationship we build. We start by listening to you, learning about all aspects of your current financial situation, developing a plan that will work for you, and walking alongside you to help you navigate life's changes.
Why We Do It
We imagine a world without financial anxiety.
We believe that money impacts almost every area of people's lives. Days are better without financial stress. Relationships are healthier when they don't involve fights about money. Futures are more exciting when goals are funded.
We know that a solid financial plan can alleviate many of the everyday money worries people face and can change the course of a family for generations. We want to walk alongside our clients and give them financial confidence so they can focus on the things that are truly important to them.
How We Help
You're unique. Your situation is like no one else's. And yet, we've helped hundreds of people like you with things like:
- Creating a budget that reflects your values
- Saving and planning for retirement
- 401(k) plans
- Simple IRA plans
- Saving for college
- Navigating health insurance needs
- Understanding your employee benefits and retirement plan
- Having positive conversations with loved ones about money
- Combining finances when getting married
- Reprioritizing goals when having a child
- Navigating a divorce
- Deciding what to do with an inheritance