InFocus Financial Advisors has helped clients in Georgetown and across Sussex County, DE prepare for their retirement by advising them on financial planning and investment decisions for over 20 years. Our team provides guidance throughout your working years and into retirement, creating strategies for retirement income, legacy planning, and risk management.
Take the first step by scheduling a 15-minute introductory call with one of our financial advisors, or dive deeper with a free, one-hour complimentary retirement readiness report.
InFocus Financial Advisors – Georgetown, DE Office
25 Chestnut Street
Georgetown, DE 19947
InFocus Financial Advisors can offer direction on your financial plan and progress toward retirement, or we can assist with informed portfolio management from our Georgetown, DE office. Our True North Planning system is a framework that helps us understand the strengths and gaps in your financial picture, where opportunities for growth or savings exist, and how to adjust as each stage of life presents itself.
Sussex County residents choose to work with InFocus Financial Advisors because of our specialty in retirement planning and our tailored guidance during retirement. Our financial planning experts are constant stewards of your retirement portfolio, checking in throughout the year to find opportunities, rather than taking a set-it-and-forget-it approach. Clients in Delaware have trusted us for more than two decades in up and down markets because of our proactive approach.
Our advisors are fiduciaries, meaning we put our responsibility and commitment to
making recommendations to our clients that are entirely in
their best interest.
Eric Johnston, CFP
President, Chief Retirement Officer & Financial Advisor
Get started with a complimentary meeting, such as a one-hour assessment and consultation, or a 15-minute introductory phone call. Check out our podcast or register for our email list to learn about classes and events on taxes, spending, and Roth Conversions.
