RE|Focus Financial Planning

RE|Focus Financial Planning was started to provide a high touch service to investors that are interested in a conflict-free planning relationship. Our flat-fee, non-AUM based approach allows for full independence when making investment recommendations. With a specialty in working with Retirees and Real Estate investors, taxes and cash flow planning are major focuses of the planning relationship. RE|Focus Financial Planning has service offerings that provide for ongoing financial planning and wealth management on a flat-fee basis, as well as project-based, one-time engagements.

RE|Focus Financial Planning