At PlanFocus, we consider a true financial advisor to be the quarterback of an individual’s financial strategy. Many people employ a team of advisors, such as investment managers, accountants and attorneys, which often lack communication between parties and an overarching game plan. At PlanFocus we coordinate all of your advisors, creating a written plan to integrate your investment assets, current tax situation and estate plan.

We view financial planning as a seven-step process that helps you determine when and where you want to go and what you need to do to get there.

Step 1. Establish the relationship
Step 2. Discuss goals and expectations
Step 3. Clarify present financial status
Step 4. Identify opportunities and areas of concern
Step 5. Develop your financial plan
Step 6. Implement your financial plan
Step 7. Monitor your financial plan

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.