Who We Are
To many, retirement is a bit of foggy notion.
To many, their picture of their retirement years in their minds is a bit blurry.
Our team helps you put those thoughts and plans “InFocus”.
Your Retirement Team:
Eric W. Johnston, CFP®, President and Financial Advisor– Eric is a Certified Financial Planner and provides retirement preparation and management advice to our clients. He has been helping people get ready to retire since 1993. As a CFP® he has the background to guide you through most of what comes your way financially. As an Certified Financial Planner he is able to implement higher standards in investment management and our weekly research process. Eric puts your retirement preparation “InFocus” by studying and implementing different strategies with the goal of creating an inflation-adjusted income stream to you in retirement. Eric also spends a great deal of time advising clients on social security claiming strategies, savvy budgeting for retirement (a task many people do not spend enough time on), Medicare planning, retirement investment strategies, and other important retirement related items.
Robert Jeter, CFP® CRPC®, Vice President and Financial Advisor – Robert is also a Certified Financial Planner and has been an advisor since 2012 and started with InFocus in 2016. His mission is to provide the solutions that will help accomplish the financial goals of the families with whom he works. His clear focus is getting his clients started off prudently in retirement by providing in-depth, well thought out advice on retirement planning, social security strategies, Medicare advice, etc. He offers free initial consultations. Some of the goals he has helped people pursue are retirement preparation, maximize social security income, proper retirement budgeting, avoiding loss of assets to long-term care costs, improving an investment strategy, and reducing estate tax on a large estate.
James Whitlock, Senior Relationship Manager – James’ main focus is assisting our lead advisors with financial planning and ongoing management of our client’s strategy. He is tasked with staying on top of updating our clients planning documents and reviewing them with each advisor on a regular basis. He helps coordinate much of what goes on behind the scenes to keep your plans up to date. He will be in touch with you to coordinate these planning efforts and update when needed.
Carol Kurtz, CPA, PFS, Client Services Manager – Carol provides our client account services and investment strategy maintenance. Whenever an operational need arises, Carol is the one to call. For our investment clients, when you need a distribution from your investment portfolio, or an account balance, or a tax form, she provides world-class client services. Carol is a Certified Public Accountant and Personal Financial Specialist. While we do not do taxes, Carol brings a great attitude and enormous abilities to our team. A PFS or Personal Financial Specialist is very similar to a CFP or Certified Financial Planner. So Carol can answer a lot of questions on a host of topics with her background and experience in the field since 2009.
