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Employer Sponsored Retirement Plans

Understanding the needs of business owners is a valuable part of our practice. Financial  Focus meets the needs of small to medium businesses in establishing and maintaining employer sponsored retirement plans for the business owners and their employees. We  focus on sole proprietors, partnerships, and small to medium sized corporations. We provide comprehensive plan review and evaluation of alternative plan types, investment providers, and record keepers. We deliver overall plan implementation, enrollment and communication services, and local representation, serving as a focal point for plan implementation and management. We also focus on executive benefits, and financial planning services for executives and employees where needed.

At Financial Focus, we have the independence and flexibility to work with leading
investment product providers and record-keepers to deliver a competitive retirement plan platform and excellent plan communication and investment education, leading to high plan participation and employee satisfaction. We work with the best of the best to meet your business needs for:

  • Plan type evaluation
  • Investment selection
  • Plan compliance and record-keeping services
  • Employee communication and investment education
  • Retirement distribution planning consultation
  • Investment advisory and financial planning services
  • Annual plan and performance review

Our objectives are your plan's success, working with leading providers to improve, maintain, and make your retirement plan as effective as possible.