Focus Wealth Strategies2022-09-22T02:48:43+00:00

Your LPL Team

Focused on Your Future

  • Our Team Consists of CFP®, ChFC® CASL®, CLU®, and CPA®’s
  • Personal and Professional Financial Guidance
  • Employer Sponsored Financial Planning
  • Not Just Planning—Implementation of Financial Strategies
Mike Lehman - Focus Wealth Strategies
Dustin Orr - Focus Wealth Strategies
Wade Elliott - Focus Wealth Strategies
Hank Mart - Focus Wealth Strategies
Randy Allen - Focus Wealth Strategies
Kelly Prater - Focus Wealth Strategies
Nicole Paruas

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Who We Are

We are a team of financial professionals providing clients with a variety of advisory, investment, and insurance services and support.

What We Do

We provide financial planning and investment management for individuals and employer-sponsored retirement plans for businesses.

How We Do It

Our process it simple. We focus on you and your financial goals, and we build from there to help you attain your desired future.

Why We Do It

We strongly believe everyone deserves access to sound financial advice, including help to get started.

Comprehensive Financial Services For All Individuals

Our financial strategist works with clients to devise a clear financial plan designed to sustain their desired lifestyle from understanding their cash flow, employee benefits, strategic investments, and estate planning.

The key to financial freedom is adequate and accurate financial planning.

  • Cash Flow Analysis
  • Investment Portfolio Review
  • Development of Asset Allocation Models
  • Personal Retirement Planning
  • Personal Financial Projections
  • Social Security Analysis
  • Protection Planning Strategies Through Insurance
  • College Planning
  • Estate & Tax Planning with Recommendations
  • Implementation Schedule

Our team works to stay on top of a variety of investment opportunities for our clients across a number of sectors to help ensure that their overall financial objectives are addressed.

We supply a full menu of resources, options, and knowledgeable insight so that the investors we work with can be more confident that we aren’t simply trying to grow their wealth, but guard it as well.

  • Fee Based Portfolio Management Through LPL Financial
  • Quarterly Portfolio Summary Reports
  • Advisory Services Offered Through LPL Financial
  • Fundamental & Technical Stock Analysis
  • Stocks, Bonds, ETF’s, REIT’s
  • Mutual Funds: No Loads & Loaded
  • Annuities: Fixed & Variable
  • IRA’s: ROTH, Traditional, Rollover Services
  • College Savings Accounts: 529 Plans & Coverdell’s
Our team at Focus Wealth Strategies know that when we’re helping our clients to chart their future, it’s essential to plan for every possibility, including those that are less about increasing investment returns and more about protecting the welfare of the client and their loved ones.
By talking with our life insurance specialists, you can assure that the people you care about are taken care of.

  • Life Insurance Need-Analysis and Recommendations
  • Life Insurance Products: Term, Universal, Whole, & Variable
  • Disability Insurance Need-Analysis and Recommendations
  • Disability Insurance Products: Short Term & Long-Term Coverage
  • Long Term Care Insurance Need-Analysis and Recommendations
When it comes to retirement planning there are a lot of things to consider to make sure you maintain the quality of life you want as well as be able to do the things you’ve always wanted to do. We help you develop a plan for saving and investing to help you manage your goals.

Whether you are close to retirement and want to make sure you are on the right track or if you are just getting started with looking at what it really means to be planning for your retirement, we are here for you.

  • Managing Funds to Cover Your Day to Day Expenses
  • Planning Ahead for Medical Insurance and Other Health Care Costs
  • Periodic Retirement Checks
  • Navigating Questions About Retirement Choices
  • Transitioning Into Retirement
The issue of maximizing Social Security is much more complex than many realize. Believe it or not, when to elect Social Security is possibly the most important decision you will make about your retirement.
As you approach retirement, it is important to review your Social Security benefits and the impact it can have on your finances and insurance. Our comprehensive Social Security Analysis will help you to make an informed decision for an enjoyable retirement.

  • Comparative Age-Withdrawal Analysis
  • Marital Status Impact and Foresight Planning
  • Financial and Insurance Benefit Impact
Getting your finances in order now will help you better plan for tomorrow. We’ll help you analyze your current financial situation, maximize potential tax benefits, and help you get your accounts in order.

With a multi-inclusive financial team consisting of a CPA® and a CFP® as well as team members holding ChFC® CASL®, and CLU® designations, we are well equipped to help you gain a healthy financial perspective and tax preparation assistance.

Business Financial Services

Focus Wealth Strategies - Attaining Financial

Corporate Financial Planning

Proper money management and investments are important factors of running a successful business. We’ll help ensure your business financial plan is in order and that you have the right insurances and succession plans in place for ongoing success.

Focus Wealth Strategies - Market Trends

Employer Sponsored Plans

Employer Sponsored Plans From small business to large corporations, Focus Wealth Strategies can be trusted to guide executives through the difficult process of choosing and implementing a retirement plan for their entire team and managing accounts afterwards.

Achieving Financial Freedom Starts With You

Ready to transform your financial planning to start working for you? Speak with a financial strategist by calling

Brandon Focus Wealth Strategies, LLC Office

(813) 305-0411

Bradenton Focus Wealth Strategies, LLC Office

(941) 776-0589

or fill out the form to request someone from our office to contact you.

Attaining financial success is well within reach! Here are several resources available to help enhance your knowledge about your financial health.

Financial Education