“I like to spend time with my clients and help them feel more confident about the administrative and fiduciary duties that can be so overwhelming.”
Bill Arthur
Partner, AIF®, CRPS®
For Companies
Focus On Success provides independent advice for Employer Sponsored Retirement Plans. Our sound fiduciary guidance and disciplined processes will help ensure that you are maximizing the benefits to your employees.
Schedule a complimentary consultation today.
Contact UsHow we can help:
- + We assist our clients with provider selection and have the expertise to help our clients design their plan to meet their unique goals.
- + We continually monitor the plan’s investments, cost structure and service offerings to ensure that the plan can operate effectively.
- + To go further for the employees, we provide education to help them understand the benefits of their retirement plan and make ourselves available to all participants for personal planning advice.
- + Our ability to act as a co-fiduciary with respect to investment decisions adds accountability to our recommendations.
- + We understand the importance of having an advisor that shares in the fiduciary responsibilities with their clients.
Our Team
The Focus On Success team is experienced in all areas of financial planning and completely dedicated to our clients’ unique and ever-changing needs. Our diverse backgrounds allow us to provide a holistic approach to your long-term financial strategy.
