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Financial Focus Podcast

Our first priority is helping you take care of yourself and your family. We will continue to offer telephone conferencing, Zoom meetings, and "curb service" for paperwork drop off or pick up. We also offer in person meetings at our office.

Your family.  Your future.  Our focus.

Sep 30, 2023

While in your day-to-day pre-retirement life you may have a vacation here and there, a house payment, and maybe even some debt you take on, whether it is school, car, credit card, or a mortgage. One thing that may put your mind at ease is income and the paycheck that you work 40+ hours a week for continuing to provide...


Sep 23, 2023

Tips For A #SuccessfulRetirement - Have you ever come across retirees living out their dreams and wondered, "How on earth did they achieve this?" Their voices resonate with joy as they share plans to travel the world or engage in generous acts, and their enthusiasm is truly infectious! Here's the...


Sep 16, 2023

When working on your financial future, there's a significant difference between doing it independently and collaborating with a qualified financial advisor. Working on your own has its merits, particularly if you're proactive, well-informed, and take the initiative in managing what you've diligently built. However,...


Sep 9, 2023

When opening a trading account on your own, it's a different approach compared to sitting down with an advisor and thoroughly working out each step. This includes determining how much you want to invest each month, week, or day, how aggressively you intend to place your investments, and avoiding the misconception that...