Personal Financial Solutions

At Client Focused Advisors, we have many options and personalized solutions. Please call us for a investment portfolio review or life insurance review. Our areas of expertise include:
 

PROTECTION

Life Insurance

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.

 

Some of the companies we do business with:
 

financial partners