Financial Focus
- 10305 Dawsons Creek Blvd Ste E
- Fort Wayne, Indiana
- 46825
- Phone: (260) 637-6866
- Fax: (260) 637-6909
- Website
Description
and the ability to work with leading financial product or service providers make Financial Focus a unique and unbiased advisor. With over 25 years of experience in the financial services industry, the Financial Focus team is highly qualified in the areas of personal financial planning, business and retirement planning. We are a local firm with strong professional relationships and ongoing commitment to the individuals, families, businesses and organizations in our community.
– Rudi Siela has over 25 years experience in personal and business financial planning and investment advisory services. A graduate of Taylor University, Rudi built a successful planning practice before starting Financial Focus in 1995. Rudi has worked with clients and their other advisors on a wide variety of financial planning strategies, business retirement plans, personal investment management, real estate exchanges, tax minimization and individual wealth management, and estate planning.
- Mike has over 25 years of experience in the financial services industry. He joined Financial Focus in 2003 after a successful career with Lincoln Financial Group, where he directed the marketing and participant education effort for the employer sponsored retirement plan business for several years. He has personally managed large case plan enrollments on a national basis and helped thousands of employees more fully participate and benefit from their company retirement plan. Mike has since helped hundreds of individuals and families achieve greater financial peace, security and success by following consistent financial planning steps and philosophies.deliver a competitive retirement plan platform and excellent plan communication and investment education , leading to high plan participation and employee satisfaction.
Fact sheet
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