Meet with
Family Focused Financial

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: 2620 S. Cleveland Avenue, Suite 205
St. Joseph, MI 49085

Get Directions

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

Get Directions

Edison Lakes.Exterior