Get started in 4 easy steps:
1. Getting to Know You and Fact-Finding
During our first visit, we ask a lot of questions to understand you and how your current financial plan is organized.
2. Testing and Reporting
The second time we meet, we share the results of our analysis and decide whether or not to work together.
3. Getting Started
The third time we meet, we begin paperwork that allows us to implement the changes you desire. This is when we officially begin working together.
4. Building a Plan
After you become a client, we build and execute your personalized Successful Retirement Plan that will help you reach your retirement goals.
Two Locations to serve you!
1) Call 269.208-4237
2) Email info@famfocfinancial.com
2) Request a meeting by completing the form below.
Consultation
St. Joseph Office
St. Joseph office is open
Monday-Thursday, 9 am - 5 pm
Address:Â 2620 S. Cleveland Avenue, Suite 205
St. Joseph, MI 49085
Mishawaka Office
TOP 3 Winner for the 2024
South Bend Community's Choice Awards.
The Mishawaka office is open on
Tuesdays and Thursdays, 9 am - 5 pm.
Address: 4100 Edison Lakes Parkway, Suite 220
Mishawaka, IN 46545
