Your Goals. Our Vision.

Understanding that financial success goes beyond how you manage your assets.

Infocus Financial Group

Our commitment to you is simple.

At Infocus Financial Group, we help our clients achieve what is most important to them, their families and businesses, by designing personalized financial solutions and focused recommendations for a clear plan to success.

Personal Solutions

Services for You & Your Family

Business Solutions

Services For Your Business

About Infocus Financial Group

Defining the Need, Delivering the Solution

Since 1990, our mission has been to help our clients uncover, develop, and achieve their financial goals. To that end, we work daily to improve our knowledge, skills and talents to meet and surpass our single passion of Defining the Need, Delivering the Solution.

Our professional partners, select associates, and skilled staff, provide the breadth of expertise, independence, and experience that our clients know they can trust. We grow as a firm only when each client achieves and surpasses their stated goals.

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Solutions

Services for You and Your Family

Retirement Planning

Estate Planning

Investment Planning

Asset Allocation

IRA's-Roth

Educational Planning

Charitable Giving

Personal Solutions

Business Solutions

Solutions

Services for Your Business

Business Continuation

Key Executive Benefits

Deferred Compensation

Executive Bonus

Qualified Retirement Plans

Employee Group Benefits

Employee Educational Seminars

The Planning Process

A Plan Tailored For You

Our multifaceted approach is centered on your personal needs. We will work with your other advisors on an ongoing basis to continue your planning process. As times change, so will our work together, making sure you remain on the right track.

1

Listening/Fact Gathering

We ask penetrating questions to discern your goals and objectives.
2

Financial Analysis

We produce a customized and detailed analysis of your financial position.
3

Design A Strategy

We make specific recommendations for ways to help you achieve your financial goals.
4

Implementation

We help ensure that you stay focused as your strategies are carried out.
5

Review And Update

We keep you on track as your life events and goals change.

Contact Us

A detailed financial profile is just the beginning.

We will work with your other advisors on an ongoing basis to continue your planning process. As times change, so will our work together, making sure you remain on the right track.

860.289.4334
50 Founders Plaze, Suite 305
East Hartford, CT 06108

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