We are honored to have been able to use our professional expertise to help families navigate various life stages over the last 20+ years. Going independent is a natural step for us as we have always endeavored to put our clients first and believe this move will best enable us to do that. We are excited to work with Focus, who will preserve our autonomy and enable us to continue to operate under a fiduciary standard. With access to Focus’ capital and resources, we hope to continue to strengthen our business and further expand our service offerings.