Consult a Vetted Advisor to Achieve Your Financial Goals

From personalized investment strategies to retirement and philanthropic planning—we help you build real financial freedom.

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ABOUT US

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YEARS OF EXPERIENCE

Your life evolves—so should your financial strategy. We’ve matched over $500 million in investable assets with trusted financial advisors across the states such as Texas, California, Delaware, New York and more. Over 500 clients trust us because we stay by their side, offering real-time guidance when financial questions, challenges, or changes come up.

With a 97% client loyalty rate, you're backed by a team of fiduciary experts who put you first and not their sales quotas. Whether it’s growing investments, reducing taxes, or building a legacy, we use top-tier tools and strategies that maximize your wealth today and protect it for tomorrow.

About Us

Your Roadmap to Financial Freedom

We start with a discovery call to understand your goals and assess your current situation. Next, we analyze your finances and present strategic recommendations covering wealth, tax, retirement, cash flow, and legacy. Once you’re onboard, you receive implementation handled by our team with proactive monitoring and quarterly check-ins as well, so your plan evolves with your life and market change.

Initial Consultation

We begin with a complimentary consultation to understand your current financial situation, risk tolerance, and long-term objectives.

Customized Financial Plan

Our fiduciary advisors develop a clear, goal-driven plan covering investments, tax optimization, retirement, and estate planning.

Implementation

We handle the setup—investments, legal structures, cash flow systems and align your plan with U.S. compliance standards, so you can focus on what matters most.

Monitoring and Support

Through regular check-ins and real-time reporting, we track your progress and adjust your strategy to adapt your plan to evolving goals and market shifts.

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LLC Formation Services

Fast Formation
Expert Setup
Full U.S. Access

We help businesses with their USA company registration, allowing them to establish their business as an LLC.

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Tax Preparers Service

Global Expertise
Compliance-Driven
Tech-Powered

We help business leaders with their tax, international tax and compliance strategies, ensuring they can stay ahead of the regulations.

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Account Advisor Service

Real-Time Reporting
Bookkeeping Support
Tax Credit Savings

We help small business owners streamline their bookkeeping, financial reporting and automated tax filing, ensuring they save money and easily focus on priority business stuff.

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Wealth Management Services

Wealth Strategies
Legacy-Focused Planning
Long-Term Growth

We help high-net-worth individuals with liquidity management, financial strategies, and legacy planning, ensuring they pursue multigenerational success.

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Financial Advisors Service

Growth Planning
Risk Mitigation
Change-Driven Solutions

We help businesses deal with rapid changes in the market by assisting them with risk mitigation, transformation, and growth planning, ensuring they always thrive in ever evolving markets.

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At The Finance Focus, we offer you expert financial planning and wealth-building strategies. Our highly credentialed financial advisors bring deep industry experience, empowering individuals and families across the U.S. with next-gen financial advisory services designed for real results in the modern markets.

We have a decade of experience in navigating complex U.S. markets. Our fiduciary financial advisors holding CFP®, CFA, and RIA-certifications are your trusted partners who work for you, not commissions. Whether you’re building wealth, protecting assets, or planning for retirement, we can help you get real results with integrity.

We help your top-performing financial projects sustain the momentum and avoid challenges of a rapidly changing market like the U.S. Markets shift. Life changes. And that’s why your financial plan should never sit still. From quarterly check-ins to real-time financial reporting, our system helps you pivot, protect, and profit through any economic climate.

Chief Financial Officer

Johnathan Edwards Russel

Client Relations Manager

David Lee

Senior Investment Analyst

Michael Rodriguez

Senior Financial Advisor

Sarah Thompson

Chief Financial Officer

Johnathan Edwards Russel

Client Relations Manager

David Lee

Senior Investment Analyst

Michael Rodriguez

Senior Financial Advisor

Sarah Thompson

From startups to seasoned entrepreneurs, how our clients achieved financial freedom.

Rachel

Austin

“Setting up my LLC felt overwhelming until I found Finance Focus. They walked me through every step. I was up and running in days.”

Anthony

Miami

“Tax season used to stress me out, especially with my freelance income. The team handled everything, found credits I didn’t know existed, and saved me serious cash.”

Samantha

Denver

“My books are always on point now. I finally feel like I know where my business stands each month without touching Excel.”

James

San Diego

“Their wealth planning changed everything. Now I’m investing smart and building long-term value for my family. Their advice is worth every penny.”

Linda

Chicago

“Finance Focus helped me completely rethink my financial goals from retirement to estate planning. This team gets it.”

Schedule Free Call

We help you feel confident and secure by guiding you on investments, taxes, retirement, and estate planning that supports your financial goals.

If peace of mind, less stress, and clear direction sound good to you, then you must go for a trusted advisor because they can make all the difference.

It depends on the service you pick. We offer a transparent payment model with no hidden fee and strings no matter whether it is flat fees, hourly rates, or AUM.

Our team includes CFP®, CFA, and RIA-credentialed experts with years of proven experience who care about your goals like they’re their own.

As often as you need—monthly, quarterly, or as life! We're here when life changes, markets shift, or you just need a steady hand.

From investing and tax strategies to wealth management and retirement planning, we offer everything that gives you clarity, control, and confidence.

Sure, you can. But why go it alone? We can help you avoid costly mistakes, stay disciplined, and make smarter, so you focus on living, not stressing.

Choose someone who holds credentials like CFP, RIA but most importantly, look out for those who listen, act in your best interest, and help you feel seen, heard, and financially empowered.

Our clients reportedly achieved higher confidence in their retirement plans, often 20% more, after consulting us. We make sure your future feels secure and not scary.

[email protected]

Mon - Fri from 10 AM to 7PM EST

800-349-9331

Mon - Fri from 10 AM to 7PM EST

69132 Legros Way, Maxworth 92

Unikon Agency Headquarter

The Finance Focus

Consult a Vetted Advisor to Achieve Your Financial Goals

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Get Access to Sophisticated Financial Solutions & Navigate Your Financial Future