What You Can Expect:  Thorough, Complete, Unbiased

Our goal is to help our clients manage their assets throughout retirement using strategies and programs that are designed to create lasting retirement income. InFocus Financial Solutions creates a road map for your retirement, designed in collaboration with you using a 4 Step Process:

  1. Clearly define and understand your planning needs and goals
  2. Comprehensive analysis and evaluation of all sources of income, expenses, cash flow, taxes, current asset allocation, economic variables and health/longetivity risks
  3. Analysis of the facts and creation of a written, comprehensive plain in a language that you can understand
  4. Implementation of plan: Unlike many plans that are only on paper and out of date three months later, our Income For Life plans live and breathe.  The impact of the market fluctuations, inflation and healthcare costs on your portfolio are of high priority to InFocus Financial Solutions. Upon implementation of the plan, we carefully monitor it to ensure it meets expectations - and communicate the results on a regular basis through periodic reviews and quarterly performance reports.

A retirement income plan is designed to help you achieve your retirement goals and objectives. And, ultimately give you reassurance that your retirement plan is on track.

 

Why You Should Choose Us

Independence: Our solutions are objectively determined based on your needs.

Experience: Over 30 years of serving the needs of individuals in the Midwest and across the U.S.

Education:  Business minded and educated professionals with some of the finest credentials available from the most discriminating organizations.

Knowledge:  We pride ourselves on our constant search for NEW solutions to financial concerns that our clients face.  Unfortunately, we have found that many financial advisors overlook these solutions because they simply don't understand how to address the issues you face.

Financial Planning Experience: Complete and comprehensive.

Needs-Based Product Offerings:  Whether your needs dictate CD's, stocks, bonds, annuities, *life insurance, or a combination of many things: