Maximize Your Investments
With a client centered approach, Client Focused Financial is putting the service back in financial services. My goal is to build trust through consistent communication with comprehensive investment reviews, engaging monthly market review videos emailed each month, and quick responses to phone calls, texts, and emails.
Professional Financial Services
Plan Your Financial Future
Discover the roadmap to financial wealth
Investing Towards Retirement
Retirement is typically the largest single event that most people invest toward. Properly implementing investment strategies and planning is the only way to ensure financial security for retirement.
Money Sitting in the Bank
Currently money at the bank earns little to no interest. Getting that money invested, whether it be conservatively or more aggressively is key to helping individuals make their hard earned money work for them.
Retirement Income Planning
Turning a life time of savings into a life time of income is an important part to any solid retirement plan. Client Focused Financial builds each income strategy specifically for a client's needs and goals.
Client Focused Financial is RamseyTrusted
As a SmartVestor Pro, I will show you how to make the most of your investments and help you create a plan to reach your financial goals.
Talk With A SmartVestor Pro:
Dan Westfall - Dave Ramsey SmartvestoR
The name Client Focused Financial is at the heart of the service philosophy. I built his business one client at a time with the goal to build trust through consistent communication with investment reviews, monthly market review videos, and quick responses to phone calls, texts, and emails.