Founder
With over 30 years of experience in the financial services industry, Steven Arnold has built a career dedicated to guiding clients toward achieving their financial goals. As a...
Our Approach
At Financial Focus, our strategy is rooted in our fiduciary duty to our clients, ensuring that every decision we make is aligned with their best interests. We measure our success by the long-term achievement of your financial goals, tailoring strategies that empower you to pursue your aspirations with confidence.
A key part of our process is identifying and quantifying your unique objectives. By understanding your personal and business financial needs, we develop customized strategies aiming to support your long-term success.
Since 2004, Financial Focus has been dedicated to serving individuals, businesses, and their employees with personalized financial strategies. Our results-driven approach and deep industry expertise allow us to provide comprehensive strategies that benefit both your personal wealth and business financial needs.
Whether you're planning for retirement, managing investments, or optimizing financial strategies for your business, your employees or any part of your team. We are committed to delivering the insights and guidance you need to navigate your financial journey.
Services
Invest
Investments play a crucial role in any financial plan. A well-structured portfolio, combining diverse investment products, income sources, and retirement plans, helps individuals work toward both short- and long-term financial goals.
Insure
Life is unpredictable, and despite careful planning, unexpected events occur. Insurance serves as a vital safeguard, providing financial protection for individuals, families, and businesses during challenging times.
Manage
Effective financial management goes beyond investments and insurance. A well-structured strategy considers your circumstances—helping optimize savings, minimize taxes, plan for the future, and manage key decisions.
Our Team
Financial Engineer
Joe Dallo is a financial engineer at Financial Focus, combining his expertise in finance and law to provide comprehensive guidance to clients. With a background in estate planning...
Insurance Specialist
Andy Kata is an insurance specialist and here to help you protect what matters most—your family, your assets, and your future. As an estate planning attorney in my previous role, I...
Financial Services Administrative Manager
Zach Kuran is a dedicated Financial Services Administrative Manager at Financial Focus, where he has been an integral part of the team since 2021. His journey with the firm began...
Focused on Your Future. Driven by Results.
We provide personalized financial strategies for individuals, families, and businesses. Let our expertise guide you toward lasting confidence and financial clarity.
