Clayton Janson CFP

Cheers to Lee Evans! 🎉

We had a great time celebrating Lee and his incredible 48-year career as a financial advisor. His impact on clients and colleagues alike is truly inspiring.

Congratulations on your well-deserved retirement, Lee — and thank you for everything!

Connected with so many incredible Wealth Management leaders from across the country this week — sharing best practices, exchanging ideas, and exploring new ways to elevate the planning experience for our clients.

It was great reconnecting with familiar faces from Jump AI and getting to know new colleagues from Members Trust and many others.

This week, we celebrated our September birthdays at the office with a big shoutout to Olivia, Mick, Seth, and Lauren! We marked the occasion with Key Lime Pie, German Chocolate Cake, and Tiramisu — the perfect mix of sweet treats to make the celebration extra special. 🍰✨ A big thank you to our in-house pastry chef & receptionist, Esther, for making these delicious treats!

Cheers to another great year ahead!

Grateful for the partnership with our friends at Wildlife for Tomorrow and Arizona Council Trout Unlimited. Congratulations to Alan Davis and his team with the Arizona Council Trout Unlimited for their 2025 Hall of Fame induction this past weekend --- our Phocus Team loved celebrating with you! Your dedication to conservation and protecting Arizona’s natural resources makes a lasting impact for generations to come. Thank you for all you do. 🙌🌎🎣

Our team enjoyed an incredible day of connection and learning at The Phoenician in Phoenix, AZ! 🌟 We kicked things off with a great lunch presentation full of valuable insights, then spent the afternoon relaxing and connecting by the pool. ☀️💦 In the evening, we gathered for a delicious dinner followed by a lively casino-themed game night 🎲♠️. Grateful for the opportunity to learn, laugh, and strengthen our team outside the office.

What do you get when your tax, legal, financial, and insurance teams all come together in one room? The Phocus Companies Team Lunch! A big thank you to all our amazing team members for their hard work and dedication, making a difference for our great clients every day.

Happy Valentine’s Day and Happy Birthday, Arizona!

Today, we celebrate love and the beautiful state we call home. At Phocus Financial, we’re passionate about helping you build a future you love, whether that’s here in Arizona or wherever life takes you. Here's to love, growth, and building financial security together!

Get ready for the 2025 4.01k Fun Run and Phocus Charity Car Show! Enjoy a day of excitement, cool cars, and supporting a great cause—Junior Achievement of Arizona. 🚗 👟💙 Don’t miss out, register today: https://secure.qgiv.com/for/24ffrapccs/event/912530/

As we celebrate Black History Month, let's honor the courage, resilience, and hope that have shaped our history. Together, we can continue to create positive change and inspire future generations.

Martin Luther King Jr. Day is January 20. Today, we celebrate the life and legacy of Dr. Martin Luther King Jr., who brought hope and progress for desegregation through peaceful gatherings.

Planning for retirement? Target Date Funds adjust your investment strategy as you approach retirement, making saving easier. Plus, employees 50+ can take advantage of Catch-Up Contributions to boost savings! Watch this video to learn more!

What is a TDF? Karl Weiss' Financial Literacy Podcast with Mr. Clayton Janson, CFP, Financial Literacy Podcast with Mr. Clayton Janson, CFP, AIFsession 8 - TDF - Target Date Funds!! and Catch-up provisions for employees 50 + years old!