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Michael Smith

CFP®
PROFOCUS INC
Alexandria, VA
Profocus designs retirement income streams .Our Income and Growth portfolio strategy has generated Market beating realized returns and Market tracking growth.
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Meet Michael

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Introduction - Michael Smith
Video Transcripts

Michael, founder & CEO of ProFocus, Inc. began his career in the financial management profession in 1981. Working with one of the top retirement and full-service 401(k) companies in the U.S., he created customized retirement plans for medical and high-net-worth professionals. At ProFocus, Michael will diagnose his clients' financial situations, help them identify their goals and help them make prudent decisions. Michael manages and minimizes debt and constructs a dividend-paying…

Michael, founder & CEO of ProFocus, Inc. began his career in the financial management profession in 1981. Working with one of the top retirement and full-service 401(k) companies in the U.S., he created customized retirement plans for medical and high-net-worth professionals. At ProFocus, Michael will diagnose his clients' financial situations, help them identify their goals and help them make prudent decisions. Michael manages and minimizes debt and constructs a dividend-paying portfolio that you can live on for life. He is a true capitalist!

Additional Education and Experience:

– B.S. Business Administration

– College of Financial Planning

– Honorable Discharge United States Air Force

– Former Treasurer of Phoenix IDA Board

Successfully Completed Projects:

– Developed Burlington Woods; a Subdivision in Historic Williamsburg, VA.

– Ahwatukee Executive Offices was established in 2009. AEO is a state of the art Class A building which provides full service executive office suites.

Languages Spoken
Spanish

Services offered

Investment management
Financial planning
Asset allocation
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Fee & Commission

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FPA - Financial Planning Association

Education

Bachelors - University of Phoenix-Arizona
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