Our Mission

• Series 6, 7, and 63 securities registrations

• Long-term-care and life insurance licenses

• Member, Crump Potomac Affluent Markets and their Circle of Excellence programs

• Member, American Association for Long Term Care Insurance

• Member, The prestigious Million Dollar Round table (MDRT)

• Member, The American Tax Planning Institute

By focusing on your unique potential, we can help you transition your success into significance and empower your wealth.

Throughout your life, every decision you make affects your ability to fulfill your financial goals. Whether selling your business, traveling the world, or pursuing another dream, each person has a distinctive perspective of what prosperity means to them — and requires personalized strategies that help turn dreams into reality.

FOCUS strategic solutions helps individuals find clarity in their decisions and efficiency in their planning. The financial marketplace and IRS tax code offers numerous options and strategies for you to pursue. As your guide, FOCUS can help you make your wealth work for you by finding gaps in your strategies, uncovering missed opportunities, and creating a plan for the unknown journey ahead.

Developing strategies and creating solutions to
keep you on track toward your financial goals.

Your life includes a variety of experiences, goals, and dreams. FOCUS Strategic Solutions is here to
help you create clarity and improve efficiency, so each financial strategy supports the life you desire
and puts YOU into focUs.

Kara holds strong relationships with other trusted leaders and professionals in the industry, such as
CPA’s and Attorneys. This allows her to collaborate with clients’ existing advisors or if appropriate,
to form a strategic team to provide her clients with the best possible financial solutions.

Service Offerings:

Tax Planning:
• How do you maintain control of money otherwise lost to taxes?
• Are you creating guaranteed tax-free income for life?
• Do you have multi generational tax strategies in place?

Retirement Planning:
• Could you outlive your money?
• Have you created cash to pay your IRA/401(k) taxes?
• Is your retirement money working hard enough for you?

Estate Planning:
• Have you adequately protected your assets from lawsuits, liens, and judgments?
• Are you managing your estate for the upcoming tax environment?
• Did you know that estate and capital gains taxes are voluntary?

Charitable Planning:
• Which nonprofit organizations reflect your personal values?
• How much can you afford to give without diminishing your estate?
• How do your philanthropic goals align with your legacy plans?

Business Succession Planning:
• Is your buy-sell agreement adequately funded?
• Are you prepared to transition out of your business with tax efficiency?
• Do you or other family members need to rely on the business for cash flow?

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

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