About Focused Financial Strategies
About Us
We saw a need.
People want financial guidance from people they can trust and employers care about giving their staff access to quality, independent advice.
This is where we come in.
With combined nearly 50 years experience working with retirement plans and individuals, we have sat around the conference table and the kitchen table and bring our unique perspectives to provide solutions.
Sarah is passionate about the role businesses play in helping set people up for success. For so many, a 401(k) or 403(b) plan is their only retirement savings. They need programs that help to set them up to succeed and education that empowers steps towards a better financial future.
Jeff specializes in retirement income planning for the individual. He cultivates relationships that go deeper. Helping you refine your goals, find solutions that work, and revising them as life happens.
Together, let's bring your goals into focus.