Unbiased Financial Advice
We are a wealth management firm for families that are approaching or are in retirement, as well as families that have a tilt towards real estate investment. We specialize in working with individuals and families that are looking to tax-efficiently transition manage their assets leading up to retirement and in retirement. Our financial planning addresses all areas of your financial life from tax planning, estate planning, risk management, cash flow planning and investment management. We are a 100% independent company that does not sell any products.
Company Details
- Founded
- -
- Address
- 915 Bridge Street,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.refocusfp.com
- Keywords
- Winston-Salem.
- HQ
- Winston-Salem, North Carolina
Refocus Financial Questions
Refocus Financial's website is http://www.refocusfp.com
Refocus Financial's LinkedIn profile is https://www.linkedin.com/company/refocusfp
Refocus Financial's industry is
Financial Services
Refocus Financial's top competitors are
Fortified Futures, Inc,
Impact Partnership Wealth, Llc.
Refocus Financial's categories are Financial Services
Refocus Financial's founding year is 2021
