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Financial Service With a Purpose

While many financial planning firms focus on the securities business, Focus Four, Inc. of Charlotte, North Carolina, takes a big-picture approach. We aim to help you transition from being the sole decision maker to a visionary and leader, letting you own your business, rather than your business owning you. With our guidance, you can be better equipped to discover and achieve your needs, goals, and aspirations.

Growing Your Business

Our goal is for you to build an organization that no longer requires you to perform roles that don't play to your strengths. Your business doesn't have to consume every hour. With our consulting and executive training program, you'll be able to turn your passion for the business back into strategy and innovation, because your team will be handling the small tactical decisions. You'll have time for friends, family, and community activities that may have fallen by the wayside.

Through consistent effort and a reputation for outstanding service, we have built a solid base of satisfied clients who recommend us to friends and colleagues. Our values of knowledge, experience, and professionalism are the principal elements on which we were founded and continue to operate today.


Smiling Man and Woman

Our Services

Are you ready to retire or hand over the reins of your business to a new generation of leaders? Maybe you'd prefer to keep your business, yet find a way to reclaim your personal life? No matter what you desire, Focus Four, Inc. can help you turn your ambitions into reality.  

We take our role as your financial advisor seriously, and our professional guidance can help you make suitable financial decisions, from both personal and business perspectives. Using our time-tested approach that combines personal guidance with financial planning techniques, we can help you develop the right written plan for you and your business's future.

As your business planning partner, we are knowledgeable in several areas including:

Goal Planning & Achievement | Pension Fund Management | Key Person Retention | Succession Planning | Selling/Divesting Your Business | Facilitating Business Growth | Health Care Plans


The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Focus Four, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.