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Focused Exclusively on Corporate Retirement Plans

As a fiduciary, you are not just responsible for the integrity of your company’s retirement plan – you’re personally and professionally liable for it.

Through our fiduciary oversight program, we can help you seek protection from liability, enhance your plan’s investment selection and help participants feel more confident about their future.

Experience, Leadership & Accountability

We know the Retirement Plan Market. Unlike some firms that spread themselves thin attempting to do anything and everything financial, Focused 401(k) Partners is an independent consulting firm dedicated solely to the retirement plan market. We focus our efforts on one specialty because you and your plan participants deserve our full attention. The quality of our work reflects the quality of our people. Our professionals possess significant industry experience and training, and have access to unparalleled resources.

You.

Our expertise and conflict-free business model deliver tangible client benefits. We are committed to helping you address corporate liability related to your company’s retirement plan, while also working to contain costs and manage regulatory requirements.

Your Plan Participants.

Every participating individual benefits from our knowledge and proactive service. It is a top priority for us to enhance each person’s understanding of investment opportunities and assist them in the pursuit of their financial goals.

Our Commitment.

We put in writing the services you can expect from us as well as the compensation we receive. We utilize a “Statement of Services” document so our deliverables are clearly outlined in a transparent manner allowing you to hold us accountable for the services we deliver.

Thank you for visiting!
Paul Winkler, AIF®


Incorporate Holistic Financial Wellness into your Employee Education Program

Let’s face it: Most employees aren’t even close to being on track for retirement. In fact, most employees aren’t even thinking about it. SmartDollar teaches your employees to proactively take control of their money with the help of America’s number-one authority in personal finance, Dave Ramsey. With the perfect combination of clear direction and motivation, Dave has helped millions of people permanently modify their behavior and completely change their financial futures. This turnkey program is simple to understand and easy to use—and it delivers proven results.

 

Over 40 years
of combined retirement planning
Expertise & Experience

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About Our Strategic Partner

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*.

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For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best – help their clients attain their financial goals and fulfill their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

  • Enabling technology
  • Comprehensive clearing and compliance services
  • Practice management programs and training
  • Independent research

LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.

Thousands of financial advisors nationwide rely on LPL Financial to help address their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions, analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.
For more information about LPL Financial, visit www.lpl.com

*As reported in Financial Planning magazine 1996-2011, based on total revenues…