Your Future Matters
At Family Focused Financial, we believe that most people want to experience a successful retirement and some people are looking for a guide to help them get there. If this describes you, our team of professionals will partner with you and your family, offering caring and comprehensive guidance for your journey. We’ll help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial goals.
Fast Track Your Future
At Family Focused Financial, we believe that most people want to experience a successful retirement. As your trusted guides, we are fiduciaries who focus on you and your family to help you achieve your goals.
The Result?
A personalized financial strategy that addresses your goals. Because the only thing we want you to worry about in retirement is how you spend your time enjoying it.
We Offer Services in These Three Areas:
Prepare
Prepare for retirement by putting your hard-earned assets to work.
401(k)s
Pension Planning
Investments
IRAs
Annuities
Preserve
Preserve the assets that can help you live the retirement you’ve always imagined.
Asset Preservation Strategies
Tax Reduction Strategies
Income Planning
Medicare Supplements
Long-Term Care
Provide
Provide for the people and causes you care about the most.
Life Insurance
Legacy Planning
Survivors’ Guide
Beneficiary Audits
We can also refer you to professionals who provide the following services:
Wills Trusts Powers of Attorney (POAs) Tax Preparation ID Protection
Want to learn more?
You are invited to attend one of our events. Email Jenny@famfocfinancial.com to sign up for one of our classes or seminars.