At InFocus Financial, we treat every person as an individual. Once we have a clear picture of your needs and goals, we’ll work together to develop a custom solution as unique as you are — no cookie-cutter plans.

 

Traditional Investments

  • Stocks

  • Bonds

  • Mutual Funds

Professional Asset Management

  • Portfolio Design

  • World Class Money Managers

Retirement Income Strategies

  • Fixed Annuities

  • Fixed Index Annuities

  • Variable Annuities

Estate/Legacy Strategies

  • Term & Permanent Life Insurance

  • Advanced Life Insurance Strategies

  • Individual Long-Term Care & Health Insurance

  • Medicare Supplements

Financial Strategies

  • Roth IRA

  • SEP IRA

  • Simple IRA

  • 529 College Savings Plans

  • 401(k)/403(b) Plans

  • Pension & Defined Benefits

 

Securities offered through Securities America, Inc. member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. InFocus Financial Strategies and Securities America are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction, or from every person listed.