Welcome
You may be used to a lifestyle that costs more than you have saved for. . .
but it is not too late to “right size” and simplify your life so that you have money for the things you care about most.
You can’t change the fact that you lost a good portion of your retirement savings during the last two bear markets. . .
but you can stop buying the Wall Street hype that “this time is different” and you should continue to “buy and hold” equities no matter how high market risk is or how expensive stocks are.
You can’t control the stock market or time it perfectly. . .
but you can follow a disciplined investment strategy that uses long term buy and sell rules to help protect your capital when risk is high.
You can’t control what happens in Europe or whether the U.S. balances its budget. . .
but you can invest more of your money in assets that protect your purchasing power rather than letting “fear of losses” keep you on the sidelines in cash and bonds.
You may hate to pay fees for something you feel you should be able to do yourself. . .
but staying on the sidelines or buying and holding stocks over the next 8 years may cost you much more than paying a reasonable fee to work with someone you trust who helps you create and follow a financial plan, stay disciplined with your investments, and increase your after-tax cash flows.
You may not trust most stock brokers. . .
but you can opt to work with someone who “walks the walk” and “talks the talk”, who left her corporate career behind to simplify her own life and do what she is passionate about – which is helping others find and afford a more meaningful life with less financial stress.
Focused Wealth Strategies is a fee-only registered investment advisor and financial planning firm located in Scottsdale, Arizona.
We specialize in working with people near or in retirement for whom capital preservation is a priority. We use active risk management and a disciplined approach to investing.
We help our clients plan for retirement and balance their desire to make the most out of today, with their need to save for tomorrow.