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How We Work With Employers

Understanding the Needs of Business Owners

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, and investment providers. 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 to deliver a competitive retirement plan platform and Professional plan communication and investment education, which can lead to high plan participation and employee satisfaction. We strive to meet your business needs for:

  • Plan type evaluation
  • Investment selection
  • 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 professional providers to improve, maintain, and make your retirement plan as effective as possible.