Skip to main content

  • Home
  • All About Us
    • Mission & Vision
    • Who We Are
    • Meet Our Advisors
    • Our Services
  • Work With Us 
    • Get Started
    • I Am Approaching Retirement
    • I Am Already Retired
  • Schedule Your Time To Talk
  • Our Thinking
    • Retirement Resources
    • Blog
    • Podcasts
  • Education Events
  • Client Login
  • Contact

    You are here

  1. Home
  2. Working With Us

Working With Us

 

Schedule Your Time Today

For those interested in learning more about our firm, we offer two free ways for you to learn more. 

15 Minute Introductory Phone Call:

  • You can speak to one of our Certified Financial Planners to get some of your first questions out of the way.
  • We are happy to give you a brief introduction to our firm and to see how our team may fit into your financial future. 

One Hour Retirement Checklist Consultation:

  • This free consultation can be of great value to those who are soon to be or recently retired.
  • One of our Certified Financial Planners will walk you through a comprehensive 12 item checklist.
  • These checklist items range from Healthcare to Taxes and can help you determine what area's of your plan may need work or what items are working well.
  • For those with questions about their retirement plan, this is an hour well spent.

Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested.  No system or financial planning strategy can guarantee future results.

Work With Us

  • Get Started
  • I Am Approaching Retirement
  • I Am Already Retired

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 410-677-4848
Fax: 888-928-4742
Toll Free: 855-677-4848

Email: ericj@infocusfin.com

31454 Winterplace Parkway, Salisbury, Maryland 21804

Get Directions

25 Chestnut Street, Georgetown, DE 19947

Get Directions

Quick Message

  • Home
  • About
  • Events
  • Products and Services
  • Resources
  • Tell a friend
  • Contact
  • Sitemap

 

Investment Advisor Representative offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

 

Online Privacy Policy | Privacy Promise | Business Continuity | Important Disclosures | Order Routing

© 2021 InFocus Financial Advisors, Inc.. All rights reserved.

Website Design For Financial Services Professionals