We want to understand where you are in life, so we can provide the clarity you need to make living it the priority, not worrying about money.
Yes, it’s about your future. But it’s also about the things that are happening right now.
As you round out your plan, creativity is key in positioning yourself for what’s next.
You’ve worked hard to get here. Now it’s time to make your retirement plan happen.
Our Team
The Focus On Success team is experienced in all areas of financial planning and completely dedicated to our clients’ unique and ever-changing needs. Our diverse backgrounds allow us to provide a holistic approach to your long-term financial strategy.
How we can help:
- + Retirement Planning
- + Investment Planning
- + Legacy Planning
- + Risk Management
- + Life Settlements
What We Do
From investment choices to insurance options to your will, and all the life transitions along the way, having a holistic financial planner by your side can help you bring it all together.
For Families & Individuals
Financial Planning
Let us guide you through our proven approach that meets you where you are and helps get you where you want to go financially–with simple yet effective strategies that are customized to you.
For Companies & Individuals
401K Planning
Is your 401K program optimized? Whether you’re simply looking for ways to maximize your 401K benefits or you’re tasked with managing a company’s entire 401K program, we are here to help you.
For Families, Individuals & Businesses
Life Settlements
Wondering if you still need your life insurance policy? We can help you analyze your policy and help you decide if there are better options–including the potential for a life settlement.
Client Education
Our goal is to educate on everything from financial basics to complex financial planning strategies through an interactive and collaborative process.