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We are a relationship oriented firm, not transaction oriented. We provide financial planning advice and counsel. We develop plans that are tailor made to each client's particular situation.

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A Registered Investment Advisor

Our Mission is to assist clients achieve life goals through the proper management of their financial resources, by partnering with clients and providing solutions to their personal financial planning needs.

Services

We provide comprehensive financial planning services to individuals, families, and small business owners.

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Financial Planning

We are committed to providing our clients with quality financial planning and investment advisory services with the highest level of integrity and professionalism.

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About Us

We provide financial planning advice and counsel. We develop plans that are tailor made to each client.

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Client Forms

Online forms to save our clients time and paper! Forms include Financial Life Checkup, Risk Tolerance Questionnaire and Confidential Data Gathering Questionnaire.

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About

We are an independent firm providing comprehensive, fee-only financial planning and investment advisory services for individuals, families, and small business owners.

Contact

Focused Financial planning LLC
339 Odyssey Place
The Villages, FL 32162

352-391-1008