ProFocus tailors financial plans to your lifestyle. We assist our clients in identifying clear and concise goals. We love to share insight and experiences that bring financial benefit to the lives of our clients! Selected as one of America's top Financial Planners by The Consumer Research Council of America. We pride ourselves in high-quality customer service by treating each client as if they are our only client!
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Since 1932, 45% of the stock market growth has come from dividend income. We create your income streams from your wealth through the payment of dividends; which are paid to you no matter whether the market goes up or down. We target a total return (both growth and dividend income) of approximately 12% average gain over a two year period.
Many approaching retirement prefer to dramatically decrease the volatility of their portfolio. Most remove a large portion or all of their investment assets from the stock market, electing to invest into bonds and annuity contracts as a safe haven. At retirement most corporate pension plans offer a monthly or lump sum payout, the monthly payout (annuity) is based on approximately 2% of your retirement account value.
Michael, certified financial planner, founder & CEO of ProFocus, Inc. began his career in the financial management profession in 1981. Working with one of the top retirement and full-service 401(k) companies in the U.S., he created customized retirement plans for medical and high-net-worth professionals.
ProFocus tailors a financial plan to maintain your lifestyle. We have assisted prestigious individuals including professional athletes, doctors and business professionals, but we take pride in keeping the same level of service to even the youngest of investors. We love to share insight and experiences that bring financial benefit to the lifetime of our clients.
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Catalina Lukavsky
Feb 03, 2022
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