At Focused Wealth, LLC we are committed to helping our clients plan for their financial security. We provide financial, investment, and estate planning solutions that work together to support your unique needs and objectives.
Dot Yandle, CPA/PFS, has been a trusted advisor for over 25 years. She exceeds her clients' expectations by delivering exceptional knowledge and guidance. She has successfully combined her tax expertise and wealth management experience to lead clients confidently toward their specific goals.
Kristine Pennington has been in the financial services business since 2007. Kristine’s experience includes investment management, financial planning, life insurance and long-term care planning. In her 3 years working with Dot she has shown her commitment to carrying on the client methodology and traditions of Dot Yandle Financial Services. She is FINRA licensed with her Series 6,7, 63 & 66 along with state insurance licensed for Life, Health & Long-Term Care licenses.
You've worked hard and now it's time to enjoy the results of all those long hours. Together we can create a strategy designed to help maximize your retirement.
Higher education costs can be daunting. Our advisors have been well-schooled in preparing for one of life's largest investments.
We believe small businesses are the backbone of America. At Dot Yandle Financial Services, LLC, we do our utmost to help you thrive in today's competitive marketplace.
Our team of professionals have decades of collective experience. Regardless of your financial management needs, we have the skills necessary to help you succeed.
Our success is measured by helping you define your direction with trust, confidence, and respect. We look forward to working with you.
These days people of all walks of life face unique challenges as they prepare for retirement. Whether your goal is to grow your wealth or preserve your assets, our holistic approach focuses on your risk profile and long-term goals.