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Understanding you and your needs—that is our promise to you at InFocus Financial Strategies. We take care to earn your trust by listening to your unique circumstances and goals. We believe that then, and only then, we can step in and make a difference for you and your family. 

If you’re looking for a “set it and forget it” or cookie cutter financial advisor, that’s not us. We treat you as an individual and provide you with simple custom solutions for your wealth management concerns.

 

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4 BIG MISTAKES MADE WITH BENEFICIARIES

Over time, beneficiaries can become outdated or contain simple errors such as having incomplete information, not adding a new child or grandchild, or failing to update names after a marriage. This article can help ensure your estate plan will be carried out as you intended.

 

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