Financial Advisors

Retirement. The goal may be simple, but the path to get there may be complex.

You know your clients’ financial goals and objectives and we know how to maximize retirement benefits for plan sponsors and their employees. Focus Pension is a solutions-oriented firm with the knowledge and expertise to help augment and grow your retirement plan practice. As an independent and objective partner focused solely on the retirement plan portion of your client relationships we provide:

  • Respect for your client relationship.
  • Time for you to focus on your clients’ investment goals.
  • Timely responses to your client questions.

Having a successful retirement outcome is the end goal. Let our professionals design and administer the plan, so you can keep your clients satisfied. Whether it’s a 401(k), Cash Balance, or ESOP, Focus Pension can help build strong retirement outcomes for your clients.