Helping Florida’s Bay Area Businesses Map Out Plans For Success & Maximize Profits

The professionals at Focus Wealth Strategies have the skills needed to help guide your business through planning both your short-term and long-term financial goals. Our process begins with a consultation with the business owner or approved representative to determine the company’s financial needs and goals. Once we have a clear understanding of the financial goals your company would like to achieve, we develop and implement strategic plans to help you toward those goals.

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Financial Planning To Guide Entrepreneurs Through Their Business Opening

Entrepreneurs keep our economy healthy and competitive. Our financial advisors work to support entrepreneurs through every step of financial planning for opening their new business. We help you recognize your business goals and formulate strategic plans to manage them. We are here to help you make your American dream come true!

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Proactive Planning For Meeting Your Business’ Financial Goals

You want your business to grow as much as possible—and that’s what our business is all about. No matter what industry your business is in, we work with business owners to strategically plan to manage their next business goal. We believe in a proactive planning approach, in which we use our extensive experience and knowledge, to make recommendations intended to help maximize profitability while also minimizing and managing risk. We know that every business is unique in their goals for the future; that’s why we make it part of our mission to get to know your business so we can help you work toward those goals.

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Business Money Management & Investments

Our Certified Financial Planner® uses their experience and knowledge to help your business manage cash inflows and outflows and make informed investment decisions. Our goal is to help you choose investments with the potential to maximize profits while carefully minimizing and managing risks. Our team of financial advisors research and watch market trends to stay up-to-date and keep our clients informed about their investment opportunities.


Your business likely has a few people who are considered a “key” to the successful running of your business. What would happen to your business if one of these key employees unexpectedly passed away? The licensed insurance professionals at Focus Wealth Strategies can discuss key person insurance options to help protect your business from the unexpected loss of a key employee.

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Business Succession Planning

Our team of financial advisors are here to help business owners looking for a successful exit strategy for their business. Whether you are a business owner looking for assistance with a buy-sell agreement or are interested in passing your business down to the next generation, we have the experience needed to guide you through this challenging time.

The information provided on this page is intended to assist in educating business owners about their corporate financial planning options generally, and not to provide personal service or recommendations. This information may not consider your company’s personal circumstances such as budget, assets, risk tolerance, or other factors which may affect the type of plans that are right for your business. If you need more information or would like personal advice, you should consult a professional certified financial advisor.

Securities and Advisory Services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, CO, CT, FL, GA, IN, KY, LA, MD, MI, NC, NJ, OH, PA, SC, TN, TX, VA, WA, and WI.

State insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. Riders are additional guarantee options that are available to an annuity or life insurance contract holder. While some riders are part of an existing contract, many others may carry additional fees, charges, and restrictions. The policy holder should review their contract carefully before purchasing. If you need more information or would like personal advice you should consult an insurance professional licensed for your state. You may also visit your state’s insurance department for more information.