Financial Advisors

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

Learn more

Plan Sponsors

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

Learn more

Welcome to FinancialFocus!

An independent third party retirement administration company

An independent third party retirement administration company

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.

Tips and Resources

The latest topics in our library to Inform and Inspire.

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?
Learn More
Best-Performing Asset Classes

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.
Learn More
What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Learn More

Sign up for my Newsletter

Thank you!
Oops!