It All Starts With A Plan

Why Focus

Our Mission

  • Our mission is to help you to Know What Is Possible by providing you with creative solutions for meeting your investment, insurance, and estate planning needs.
  • Our motivation is to enhance your Return on Life.

Our Business Model

  • We are an independent, fiduciary financial planning firm.
  • We are not affiliated with any other investment or insurance company.
  • Our business model is designed to avoid any conflict of interest between the advice we provide you and your goals regardless of your net worth.

Personalized Financial Planning Service

  • We do not force you into a “one-size-fits-all” business relationship.
  • Our financial plans are easy to comprehend and implement because they are developed by Certified Financial Planners™ and Chartered Financial Consultants™; while other firms use a computer generated template.

Experienced Investment Advice

  • We design customized portfolios that revolve around your risk tolerance, and are specifically designed to help you achieve your unique goals.
  • We bring an institutionally-oriented investment focus to your individual situation.

Creative Insurance Solutions

  • Our Life Assurance 360™ is a goals-based process that educates individuals about the trade-offs of life insurance throughout the case design process, provides private underwriting services, and creates a plan for ongoing management.

Our Team-Oriented Approach

  • Using a team approach, you receive the benefit of multiple professionals and multiple perspectives focused on helping you achieve your financial goals.

Trusted Advsiors

Focus On Success is an independent financial advisory firm providing clients with creative solutions for meeting their investment, insurance, and estate planning needs. Our commitment to open communication, organization, and exceptional service builds trust with our clients. We are a partner to families and businesses and win their confidence by developing innovative financial planning strategies.

Meet Our Advisors
Bill Arthur
Bill Arthur
Mark Miller
Mark Miller
Jim Corbett
Jim Corbett
Elizabeth Corbett
Elizabeth Corbett
Steve Hamann
Steve Hamann