Susan John, AIF, CFP
For over twenty years, Financial Focus, Inc. has been providing financial planning services to individuals and families. The advice that we provide is unique to each client's circumstances and objectives. There are many factors that influence personal finances. Our financial planning process looks at all of these factors to provide you with specific, personalized guidance.
Our process is designed to show you where you are now, and to provide you with a road map that will help you to meet your objectives. We will help you to understand the pros and cons of various courses of action in order that you can make informed decisions about your financial future.
Investment Management and Mutual fund Advice. We employ an asset allocation approach that is tailored to individual goals, income needs, tax situation, time horizon and risk tolerance. Portfolio management services are provided as part of the financial planning process and not available on a stand alone basis. We employ mutual funds, exchange traded funds, municipal bond and individual securities in various strategies designed to meet your goals. In addition, we have extensive knowledge of professional asset managers and utilize a “separate account” approach where appropriate. A custom investment policy statement is written to ensure that expectations are understood.