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RE|Focus Financial Planning

Refocus Financial 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. Refocus Financial 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.

 

 
Refocus Financial

 


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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Daniel Johnson, CFP®, MBA
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

915 Bridge Street Suite 122 Winston Salem, NC 27101 Phone: (336) 934-0900

Primary Office

915 Bridge Street Suite 122 Winston Salem, NC 27101 Phone: (336) 934-0900
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