Focus Wealth Strategies

Focus Wealth Strategies is a Financial Planner in Brandon, FL, located at 3419 Brook Crossing Dr. The firm provides financial retirement planning, insurance, and wealth management services, helping clients make informed investment decisions. Their approach centers on the belief that financial planning is a process rather than a product, serving individuals at various life stages, from those nearing retirement to those just beginning to think about their financial future. The firm does not have account minimums, aiming to provide good advice to anyone seeking it. They hold a rating of 5.00 based on customer reviews.

The team includes advisors with expertise in investments, insurance, tax planning, and military benefits. Mike Lehman, the CEO and LPL Financial Advisor, leads the firm with an MBA and CFP® designation. Dustin Orr, a CPA and LPL Financial Advisor, has been with the firm since 2012. Wade Elliott serves as an LPL Financial Advisor and Professional Plan Consultant. Tom Mitchell, an AAMS and PPC, is an LPL Financial Advisor. Daniel Spalding, a Wealth Strategist with an AIF, CEPA, and MBA, specializes in serving the wealth management needs of small business owners.

Services include Personal Financial Planning, Investment Management, Insurance Consulting, Personal Retirement Planning, and Social Security Analysis. The firm emphasizes deep and meaningful relationships that last for generations. They help clients navigate major life events, such as selling a business, career advancements, job loss, or illness. Their Personal Financial Planning service includes cash flow analysis, investment portfolio review, asset allocation models, and retirement planning. With a CPA on the team, they assist with tax planning to minimize tax liability and maximize financial opportunities for both individuals and businesses.

The firm is known for its positive rating from the customers who have reviewed it. This reflects a reputation for providing comprehensive guidance and support. The team’s varied credentials allow them to bring unique expertise to each client’s situation. They focus on aligning with clients’ best interests to help them pursue their financial goals.

Focus Wealth Strategies combines its team’s diverse credentials with a no-account-minimum policy to deliver accessible financial planning in Brandon, FL.

Located on Brook Crossing Dr in Brandon, FL, the business is situated about 0.3 miles from West Bloomingdale Avenue and near the Amaya Estates neighborhood.

BizScoreAI awarded the business a Schema & Structure score of 100 out of 100, which ensures that AI assistants and search engines clearly understand the services offered. The Technical score of 84 out of 100 confirms the website is secure and easily read by search engines without errors. The firm ranks number 3 of 4 Financial Planner businesses that BizScoreAI has scored in Brandon.