We bring together a diverse and experienced team of professionals to help you create and execute customized plans to achieve financial independence. We offer a full range of investment and financial services and have access to a wide array of strategies. We strive to build long-lasting relationships with our clients, offering education and guidance.
20/20 Financial Advisers is a strong team of financial service professionals strategically located across the country. We focus on working with high net worth clients in the areas of investment and retirement planning, tax strategies, estate planning, insurance, and business continuation programs. In order to provide our clients with as robust an offering of services as possible, we also offer financial planning and investment advisory services.
20/20 Financial Advisers is a strong team of financial service professionals strategically located across the country. We focus on working with high net worth clients in the areas of investment and retirement planning, tax strategies, estate planning, insurance, and business continuation programs. In order to provide our clients with as robust an offering of services as possible, we also offer financial planning and investment advisory services.
Services
20/20 Financial Advisers brings together a diverse and experienced team of financial professionals to help you create and execute customized plans to achieve financial independence-for yourself, your business, your family, and your heirs. To learn more about our fiduciary fee-only financial planning and investment services suite, please check our affiliate 20/20 Capital Management, Inc.
20/20 utilizes a variety of services to create a comprehensive financial plan for both our individual and business clients. Our approach is based on your financial and life goals. Our Personal Services cover planning for your children's education, creating a holistic plan for the future of your estate, and maximizing your retirement funds.
Our Business Planning Services provide consulting for our entrepreneurial clients that cover group benefits for employees, selective compensation programs, and wealth management. This could include Buy-Sell Agreements, Business Continuation Programs and Key Executive Packages. Assistance in business valuation to facilitate sale or estate tax considerations and incorporation feasibility studies.
The overall objective of 20/20 Financial Advisers is to understand and address the evolving interests of plan sponsors and their employees, helping to lead to progressive, smooth-running, and cost-efficient plans. The groundwork provided by 20/20 Financial Advisers aims for a complete understanding of your needs and flexibility rather than a cookie-cutter solution.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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