At PlanFocus Financial Services, our mission is to guide you, whether individual or corporate, toward your long-term financial goals through sound investment processes. We believe that success is achieved most often when one balances fundamentals over a long period of time. We apply this belief to every client we serve. Our goal is to provide unbiased and independent investment advice to individuals through our Private Client Group, and to assist corporate retirement plan sponsors with their plan requirements through our Corporate Client Group.

At PlanFocus, our Private Client Group is dedicated to serving the needs of individuals by providing clients assistance in every aspect of their financial life, including personal financial planning, investment management, market analysis, risk management, estate and retirement planning. Our "Advice for Life" process helps advance you toward your goals.

Our Corporate Client Group is dedicated to serving the needs of retirement plan sponsors by providing investment consulting services to both qualified and non-qualified retirement plans. As investment counsel, we help our clients develop a consistent, rigorous and disciplined process which is key to fulfilling their fiduciary obligations as a plan sponsor and mitigating their liability.

With over 75 years of combined experience providing real solutions, offering services and products that are innovative and easy to understand, we are committed to providing financial solutions for our clients, whether they are a large corporation, a small business or an individual seeking to attain personal retirement goals.

We encourage you to explore our site and learn more about the services we can provide. Should you have any questions or if you would like more information about our firm please feel free to contact us at 251-544-2402, 251-544-401k, or email us at planfocus@lpl.com.

Our capabilities as independent LPL Financial affiliated advisors can be viewed here.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of Alabama.