Infocus Financial Advisors

InFocus Financial Advisors is dedicated to providing expert financial guidance to professionals nearing or entering retirement. We understand that retirement is a significant life transition, and our team is committed to helping clients achieve their desired financial outcomes during this crucial phase. We strive to make retirement planning clear, concise, and stress-free, allowing individuals to focus on enjoying their well-deserved golden years.

Our Services

Our comprehensive suite of services is designed to address the unique needs of pre-retirees and retirees. We offer a personalized approach, taking the time to understand each client's individual circumstances, goals, and risk tolerance. Our core services include:

Retirement Planning

We develop customized retirement plans that consider your current financial situation, anticipated income streams, and desired lifestyle in retirement. Our plans encompass a range of areas, including asset allocation, income generation strategies, tax optimization, and estate planning considerations.

Investment Management

We employ a disciplined and strategic approach to investment management, seeking to preserve capital and generate sustainable returns. Our investment strategies are tailored to your risk profile and time horizon, and we leverage a variety of investment vehicles to meet your specific needs.

Financial Education & Support

We believe in empowering our clients with financial knowledge. We provide ongoing financial education resources and support to help you navigate the complexities of retirement planning and make informed financial decisions.

Our Process

At InFocus Financial Advisors, we follow a proven and comprehensive process to ensure that our clients receive the highest level of service and support.

1. Initial Consultation: We begin with a complimentary one-hour consultation to discuss your retirement goals, concerns, and financial situation. This allows us to understand your unique needs and develop a tailored plan.

2. Assessment: We conduct a thorough financial assessment to gather all necessary information about your assets, liabilities, income, expenses, and risk tolerance.

3. Planning & Strategy: Based on your assessment and goals, we develop a comprehensive retirement plan that outlines specific strategies for asset allocation, income generation, tax management, and estate planning.

4. Implementation & Monitoring: We implement your plan and provide ongoing monitoring and adjustments as needed to ensure that you are on track to achieve your retirement goals.

Meeting Your Advisors

Our team of experienced and dedicated professionals is committed to providing exceptional service and support to our clients.

Eric W. Johnston, CFP

Eric founded InFocus Financial Advisors in 2005 with the mission to help individuals achieve their retirement dreams. As a Certified Financial Planner with over 30 years of experience, Eric brings a wealth of knowledge and expertise to our team. He is passionate about helping clients navigate the complexities of retirement planning and ensuring they have the resources to enjoy a comfortable and fulfilling retirement.