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STEADY HANDS ON THE WHEEL OF YOUR RETIREMENT - InFocus Financial Advisors

STEADY HANDS
ON THE WHEEL OF
YOUR RETIREMENT

You don't need a generalist who splits time between college savers, business owners, and 30-year accumulators. You need a team built entirely around the realities of retirement. At InFocus Financial Advisors, that's exactly who we are.

Schedule Your Intro Call See What Makes Us Different
InFocus Financial Advisors president presenting at a retirement planning seminar

Our Sole Focus Is Helping You Get Retirement Right

At InFocus Financial Advisors, retirement isn't a side offering—it's our entire mission. Founded on the belief that the transition into and through retirement deserves specialized, unwavering attention, we've built a firm that focuses solely on helping you navigate this pivotal chapter with clarity and confidence.

As a CERTIFIED FINANCIAL PLANNER™ professional-led team, we combine deep expertise with genuine care. We don't chase trends or dabble in accumulation strategies. Instead, we focus exclusively on retirement planning, portfolio management, tax optimization, and income strategies—everything you need to retire with confidence.

We believe that when your advisory team is focused entirely on retirement, your future comes fully into focus.

Meet the People Who Keep Your Retirement InFocus

Eric Johnston, CFP® - President, Chief Retirement Officer & Financial Advisor at InFocus Financial Advisors

Eric founded InFocus in 2005 to focus exclusively on retirement success. With 32 years of experience, he delivers professional, personal financial advice and coaches clients through every stage of retirement. Eric conducts in-depth investment research to keep portfolios aligned with economic conditions and develops risk-managed strategies that protect your wealth while pursuing meaningful growth.

As a Certified Financial Planner®, he's the steady hand guiding your retirement forward.

ericj@retireinfocus.com
Gregory Holman, FPQP® - Financial Advisor at InFocus Financial Advisors

Gregory helps you understand exactly where you stand financially and maps out the path to where you want to be. He answers complex financial questions, creates customized retirement plans, and proactively coordinates our team to make sure you're completing the items on your retirement checklist.

It's easy to have good intentions about retirement preparation—Gregory makes sure those intentions become action.

gregoryh@retireinfocus.com
Carol Kurtz, CPA, PFS - Director of Operations at InFocus Financial Advisors

Carol oversees the implementation of your retirement strategies and ensures everything runs smoothly behind the scenes. She creates efficient processes that help us serve you better, makes sure your questions get answered, and delivers responsive service for all your operational needs.

As a CPA and Personal Financial Specialist, she brings deep expertise to every detail.

carolk@retireinfocus.com
Delaney Savage - Wealth Operations Specialist at InFocus Financial Advisors

Delaney supports our financial advisors in helping clients understand where they are in their retirement journey and what comes next. With a steady, detail-driven approach, she helps ensure every part of your plan stays aligned and intentional.

She plays a key role in ongoing research and planning that informs InFocus's investment decisions and specializes in distribution planning—making sure income strategies are in place before they're needed.

delaneys@retireinfocus.com
Joshua McCarthy - Client Services Associate at InFocus Financial Advisors

Joshua is your go-to person for seamless client service and support. With excellent communication skills and a knack for building strong relationships, he ensures your needs are handled quickly and professionally.

Joshua's ability to multitask and manage priorities means nothing falls through the cracks—and you always have someone responsive on your side.

joshuam@retireinfocus.com
Ellie Barbee - Client Experience Associate at InFocus Financial Advisors

Ellie ensures every client has a world-class experience with InFocus. She coordinates our educational events and classes, making sure you have access to valuable insights and opportunities to connect with our team and fellow retirees.

Ellie's attention to detail and commitment to excellence means your experience is always seamless and meaningful.

ellieb@retireinfocus.com
InFocus Financial Advisors analyst reviewing retirement portfolio data across multiple monitors

InFocus By the Numbers

32+ Years

Experience guiding retirees through every stage of retirement.

100% Retirement-Only Firm

We work almost exclusively with retirees and soon-to-be retirees.

12-Point Retirement Checklist Review

A comprehensive one-hour initial review that reveals gaps and opportunities.

7-10 Week Review Cycle

A proactive rhythm for clients with complex tax considerations, multiple income sources, or intricate planning needs.

Quarterly Minimum

A steady communication cadence, with more frequent outreach during volatile markets.

Hundreds+ Families Served

Each one supported with clarity, structure, and year-round attention.

$99B AUA

National strength behind every trade and transaction thanks to Cetera® Advisors LLC. Cetera Advisors LLC AUA as of 4/2026

$2.2T Clearing Firm

Custodial infrastructure from Pershing® built for long-term security and reliability.

Credentials That Bolster Your Retirement

Between taxes, healthcare, income planning, risk, withdrawals, markets, and more, retirement is complex. That's why our team holds top-level credentials aligned specifically to help with your retirement.

CFP - Certified Financial Planner certification mark
PFS - Personal Financial Specialist credential from AICPA
CPA - Certified Public Accountant credential
FPQP - Financial Paraplanner Qualified Professional certification
InFocus Financial Advisors team collaborating on retirement planning values and client-first strategies
InFocus Financial Advisors team member engaging with clients at a retirement planning event

Our Values: The Compass Behind Every Recommendation

Everything we do is shaped by the values that define a great retirement partner:

Fiduciaries first, always. Your interests guide our every recommendation. We believe in transparency and honesty in every interaction.

We maintain the highest standards of conduct and expertise in everything we do, ensuring a premium experience for our clients.

Innovation drives us. We constantly seek better ways to serve our clients and navigate the complex financial landscape.

Our collective strength is greater than the sum of our parts. We collaborate across departments to deliver comprehensive solutions.

We are proud of our heritage and the positive impact we make in our clients' lives every day.

The financial world is always changing. We commit to continuous education to stay at the forefront of the industry.

RETIREMENT DEMANDS A

PARTNER YOU CAN RELY ON

For two decades, we've helped hundreds of clients into and through retirement with financial clarity, insight, foresight, and human touch.

Now it's your turn.

See How the First Hour Works
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