PlanFocus Financial Services is an independent investment consulting firm delivering retirement plan advisory services to corporations, and wealth advisory services to physicians, attorneys, corporate executives and other individuals.

As a fee-based advisor, we deliver objective advice without regard to product compensation. We work diligently to remove all conflicts of interest between the priorities of our firm and those of our clients. We are not affiliated with any of the large wire-house broker/dealers or insurance companies. We work for you. Built on the core principle of independence and placing our clients’ interest first, our recommendations are tailored to the specific needs of each individual client.

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.