Welcome to FinancialFocus!

Financial Advisors

FinancialFocus Retirement Plan Services has dedicated, experienced and responsive professionals.

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Plan Sponsors

Our ultimate goal is to help our clients maximize the value of their qualified retirement plans.

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3(16) Fiduciary Services

With us on your team, FinancialFocus 3(16) fiduciary services becomes the named fiduciary plan administrator.

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Welcome to FinancialFocus!

An independent third party retirement administration company

About Us

We specialize in the plan design, consulting, administration, and compliance of 401(k) retirement plans, and many types of corporate retirement plans.

We offer our services primarily through strong relationships with Financial Advisors, Professional Business Partners, and alliance partner relationships with Investment Providers to deliver appropriate plan design and a superior level of service.

Helping Your Business Provide A World Class Retirement Plan

Actuarial Consulting

FinancialFocus Retirement Plan Services Actuarial Consulting team monitor and analyze regulatory and legislative developments.

Quality Administration and Consulting

FinancialFocus Retirement Plan Services is a respected third party administrator (TPA) and actuarial consulting firm that have been offering flexible retirement plan solutions to businesses of all types and sizes.

Tailor Made Solutions

Instead of getting boxed in by a pre-packaged design, let FinancialFocus Retirement Plan Services help you get what matters most to you and your employees.

Helping Business Owners

Our goal is to help business owners meet their needs in terms of retirement plan design, implementation, contribution amounts, and tax deductions.

Helpful Content

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.