Get started in 4 easy steps:
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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.
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2. Testing and Reporting
The second time we meet, we share the results of our analysis and decide whether or not to work together.
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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.
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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
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Mishawaka Office
The Mishawaka office is open on
Tuesdays and Thursdays, 9 am - 5 pm.
Address: 4100 Edison Lakes Parkway, Suite 130
Mishawaka, IN 46545
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