Financial planning for now—and the future—can be intimidating; but it doesn’t have to be. Our professionals are here to help you plan for every step on your financial journey.

Ready to make, or grow, your investments but not sure where to start? Let us help manage your investments to make them work for you.

There is a whole lot to life after your career ends. We can help position you for a retirement that meets your needs and desires.

You want to create a plan for your estate that is about more than transferring your wealth or optimizing taxes. Our team can help plan for a future that honors your wishes, values, and loved ones.

You’ve worked hard to earn your money; we’ll help you keep as much of it as possible.

The success of your business is an integral component of your financial health. Let us provide you with a customized, comprehensive plan that thoroughly and thoughtfully integrates your goals, both personally and professionally.

Ensure your wealth is distributed according to your wishes.

The end of your marriage comes with many hard decisions. A Focus Partners advisor can be here to serve as a trusted partner who will help you navigate the financial complexities of divorce, provide support through this time of transition, and realign your financial strategy for the future.

As experts in conflict resolution, we work with individuals, lawyers, and closely-held businesses to minimize the financial and emotional cost of finding a satisfactory solution. You can count on us to help you find the common ground that allows you to feel comfortable agreeing to terms and moving on.

Our dental and medical planning team is trained to handle the complicated financial issues practitioners face. We create customized financial plans personalized to your unique needs, goals, and situations so you can focus on your patients and your career.

We provide optimized strategies and options tailored for executives and professionals to make the most of your earnings, investments, and benefits.

We know caring for the well-being of loved ones is an ever-present goal of wealth management, but providing for individuals with special needs requires a little more attention. We help you support your loved one with a physical, behavioral, or intellectual challenge so that they have the opportunity to live their best life.

It took discipline and the right team surrounding you to make it to the pros. It will require that same discipline and another experienced business management team to maximize your wealth during and after your playing days.

With women like you navigating life and wealth in such dynamic and impactful manners, you deserve a distinctive and holistic approach to managing your financial life. Whether you need to support a longer lifespan, climb a higher financial hill, deal with an unexpected transition, or make difficult financial decisions with confidence, we treat your wealth with the same care as our own.

Coming into more money than you have anticipated can take you out of your financial comfort zone. Our team is ready to help you navigate complexities you may not have planned for and alleviate stresses so you can effectively manage your newfound wealth.

Whether you’re single, married, or unmarried partners, we understand your needs and are well-versed in the nuances of financial planning for LGBTQ individuals. From us you can expect empathy and understanding around your taxes, investments, estate, and life insurance.

We offer a specialized approach, tailored to honor biblical principles and glorify God through your wealth management decisions. Our diversified investment approach includes an extra layer that factors in a greater understanding of the commands and principles of Scripture and how to implement them into your life.