FinancialFocus Retirement Plan Services has dedicated, experienced and responsive professionals who work with financial advisors and a variety of financial intermediaries to deliver retirement solutions for plan sponsors. We are true partners in helping you offer the best services to your clients.
Our partners include retirement specialists, financial advisors, registered investment advisors, CPAs, attorneys and financial intermediaries who value our depth, range of experience and independence. Whether you are a seasoned veteran or just entering the business, Financial Focus Retirement Plan Services has the experience, network, and systems to help you deliver quality solutions and services to your clients.
How Can We Help You
At FinancialFocus Retirement Plan Services, we treat advisors as our partners, not referral sources. To us, being a good partner means sharing best practices, industry information, and communication about opportunities. In short, we have aligned our business to support yours.As an independent organization, we are free to evaluate products and services by many leading institution vendors and provide unbiased advice about arrangements that are best suited for clients and prospects. We understand competitive requirements and what really works in the market today. We are expert plan consultants and can help you analyze current or proposed plans and their investment costs. We’ll also collaborate with you in meeting with clients to explain how we execute on investment and compliance tasks and more.
Four Reasons Why You Should Consider Us As Your TPA Partner
- Our knowledge and experience working with advisors
- Our independence / objective advice
- Our ability to analyze and discuss investment costs in retirement plans
- Our approach to collaborating on client proposals and meetings