Here at Client Focused Advisors, we want to provide you with the most helpful experience possible. We achieve this by taking the time to determine what makes you and your financial needs unique. We discuss family, priorities, goals and a timeline for getting there.
The chart below illustrates our ongoing process with our clients.. Protecting your family and their lifestyle in the event of an untimely death.
Disability Income Insurance
Protecting your current income stream and future earnings in the event that an accident or illness prevents you from working.
Long-Term Care Insurance
Protecting your assets from the rising costs of long-term care and enhancing your independence to receive care in the setting you prefer.
Estate Planning
Helping you preserve what you have worked hard to build and plan for the distribution of your assets to heirs.
WEALTH
Investments
Taking advantage of your opportunities for growth while minimizing the impact of inflation,taxes and market fluctuations. Some investments include Mutual Funds,Annuities,and Professionally Managed Accounts.
Retirement Planning
Providing you with the necessary strategies and tools to help guide you towards a comfortable and sustainable retirement.
College Savings Planning
Crafting a strategy to help you meet the rising costs of an education