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.
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.

Listening/Fact Gathering

Financial Analysis

Design A Strategy

Implementation

Review And Update
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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