Focus Wealth Strategies, LLC

06/23/2026

Happy Taco Tuesday from the Focus Wealth Strategies team!🌮

06/22/2026

If you haven't started social security and you are coming up on retirement, we would love to have a conversation with you about what your plan should look like. Every person needs something different, and we want to customize a plan that fits your goals and finances.

06/19/2026

Happy Father's Day!

Fatherhood is about more than providing for today—it's about creating a lasting impact for future generations. Legacy planning helps ensure that the values, assets, and financial goals you've worked hard to build are passed on according to your wishes.

This Father's Day, take a moment to think about the legacy you want to leave behind. A thoughtful financial plan can help protect your loved ones and provide confidence for the future.

If you'd like to discuss how legacy planning fits into your overall financial strategy, we're here to help. Wishing all fathers and father figures a wonderful Father's Day!

06/16/2026

Is SpaceX Stock Right for Your Portfolio?

SpaceX has generated significant interest among investors, but stock investments aren't suitable for everyone. Before making any investment decision, it's important to evaluate how an opportunity like SpaceX aligns with your financial goals, risk tolerance, time horizon, and overall investment strategy.

Speak with your financial advisor to determine whether an investment in SpaceX may be appropriate for your unique situation and how it could fit within your broader financial plan.

Investing involves risk, including the potential loss of principal. Private investments may have additional risks, including limited liquidity and higher volatility. Consult your financial professional before investing.

06/15/2026

Your Feedback Means a Great Deal to Us

At Focus Wealth Strategies, we are dedicated to providing personalized financial guidance and exceptional service to every client we serve. If you've had a positive experience with our team, we would be honored if you would take a moment to leave us a Google review.

Your feedback helps us continue to improve and allows others seeking trusted financial guidance to learn more about the experience we provide.

Thank you for your confidence in Focus Wealth Strategies. We truly appreciate the opportunity to help you work toward your financial goals.

Leave a Review Here:
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Focus Wealth Strategies
Helping individuals and families navigate their financial future with confidence.

06/12/2026

🏡 Thinking about buying a home—or already own one?

Homeownership is one of the biggest financial decisions you'll ever make. From budgeting for a down payment to understanding mortgage options and planning for long-term expenses, having a strategy can make all the difference.

In this video, Thomas Mitchell shares important financial considerations for current and future homeowners to help you make informed decisions and stay on track toward your goals.

06/11/2026

It's a party 🥳 🎉.
Ally and Luz share the same birthday 🎂 and we are celebrating. Help us wish both of them the happiest of birthdays. 🎈🎁.

06/10/2026

Checking Your Portfolio Isn't the Same as Reviewing It

Nearly half of investors check their portfolio at least once a day.1Many of them aren't reviewing anything.They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into.That's a....

06/09/2026

This month, we'd like to introduce you to one of the friendly faces at our office — Ally Wortman!
As an Administrative Assistant, Ally wears many hats. She manages our social media presence, assists with marketing initiatives, and helps keep our day-to-day operations running smoothly. If you've seen one of our posts online, there's a good chance Ally had a hand in creating it!
She has recently celebrated her one-year anniversary with the company.
A few fun facts about Ally:
🎓 She earned her Associate of Arts degree from St. Petersburg College and will soon begin pursuing both her Bachelor's and Master's degrees through UCF Online.
💍 She got engaged earlier this year to Gian and is excited for this next chapter of life.
👶 She recently became a proud aunt to her beautiful niece, Ava, who is now 7 months old.
🐹 She is the mom to a beloved pet guinea pig named Mr. Tudball.
🌴 Born and raised in the Brandon area, Ally enjoys spending time with family, being outdoors, relaxing by the water, and discovering new local restaurants.
We're grateful to have Ally on our team and look forward to watching her continue to grow both personally and professionally. If you see her around the office, be sure to say hello!

06/05/2026

Be aware of Summer spending! 🌴