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.