Attorneys and Accountants
A Greater Team Effort
Eric W. Johnston, CFP® of InFocus Financial Advisors, Inc. has a long history of working with our clients' attorneys, CPA's, and other financial professionals. We find that this type of coordination is instrumental in our clients achieving greater financial success. A financial planner with a much broader view than just investments can be of enormous value to a client's professional team.
Our planning process puts each clients' goals "InFocus". The result is that they have a better idea of where they are currently headed financially and what moves may take them to a higher level of success and financial strength. We offer solutions for the most common goals like:
- Retirement Planning,
- Asset Management Planning and,
- Estate Planning.
Through our experience and years of doing detailed planning, we also have:
- Developed solutions that have resulted in the successful completion of client investment property deals,
- Made the sale of a business more attractive and equitable for both parties,
- Created other custom solutions that can accomplish our clients' goals.
InFocus versus Other Advisors: By having the ability and desire to bill hourly for financial advice, our role can be one of an unbiased financial advisor -- not a financial advisor where you must invest your money to get any advice, or buy a product to get advice. Providing hourly financial advice allows us to play a greater role in assisting clients with their financial goals. As an adviser with Multi-Financial Securities Corporation (an ING company) our resources are significant and we use them to suitably benefit our clients.
By referring clients to InFocus Financial Advisors, Inc. you will find:
- Clients well served and provided sound suitable financial advice,
- Clients coming back to you with potentially additional estate planning services required, and
- The highest level of service and commitment to your clients.
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