Discernment to Seize Opportunity and Recognize Risk

Our Focus

Capital Focus is a fee-only financial planning firm that has been in business for over a decade. Our guiding focus is to assist clients in achieving their life goals. We specialize in investment analysis, planning, management and wealth building; cash flow management; educational planning; estate planning; income tax planning; real estate investment; retirement planning; and risk management. We work with our clients in two separate ways:

  • Straight hourly consultation for financial and investment questions and/or review
  • Straight percentage of invested assets managed

You're in Control

Our clients are always in control. We tailor our services to your individual needs by providing counsel on a full range of options. We provide the "what, why and how," but you make the final decision.

  • Financial and investment counsel, including customized goals, recommendations and specific action plans
  • Appropriate asset allocation and proper diversification
  • Recommend specific investment choices with emphasis on superior performance for your risk level
  • Periodic reviews and reporting to keep you on track

Start planning your financial future today.

Everything we do at Capital Focus centers around what is in your best interest to meet your financial needs and goals. Most of all, we want you to be at peace with the financial plans we develop for you. Contact us today to get started.

T: 864-250-1177

E: info@capitalfocusinc.com