128 North 6th Street
At Focus Point Wealth Management, we’re here to help you achieve simplicity and confidence during your retirement years. Our signature FOCUS planning process is a guide that will help you pursu e your goals. We will work together to create a plan that is right for you!
Our financial plan is designed to help you focus on your hopes, dreams and passions for your retirement years. We will discover your strengths, opportunities, and challenges to pursue these goals and clarify WHO we are and WHAT we do to see if we are a good fit.
Our PEAK Financial Plan Workbook will help you organize your dreams and provide a diligent review of your current financial resources.
Once we have all the information organized, we will create a customized strategy to make your dreams a reality by addressing your specific goals and concerns so you can enjoy retirement to the fullest. Your custom plan will explore when you can retire, where your money will come fromfromand how long it will last. This will include:
Utilizing our custom program, you will soar into retirement with confidence that you can focus on your goals.
It doesn’t end there! When you become a client, you become part of our family. We will be there to help you every steps of the way. Whether it is education, client events, or annual account reviews we will guide you through retirement with ease.
Janet M. Stanley, CPA, PFS
128 N. 6th Street, Suite B
Windsor, CO 80550
Securities and investment advisory services offered through Woodbury Financial Services, Inc., (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Focus Point Wealth Management, LLC is independent of WFS.