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

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.