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 with a focus on the areas of investment strategies, 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.
Check the background of Ameritas Investment Corp. or this investment professional on FINRA's BrokerCheck.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Try these activities to keep your brain sharp.
Healthy habits are one of the greatest gifts to give your child.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
There are common mistakes you can avoid when saving for retirement.
When to start? Should I continue to work? How can I maximize my benefit?
An inside look at how marginal income tax brackets work.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
It's easy to let investments accumulate like old receipts in a junk drawer.
There’s an alarming difference between perception and reality for current and future retirees.
There are a few things to consider when buying or leasing your next vehicle.
Making the most of surprises is a great reason to work with us.
Even low inflation rates can pose a threat to investment returns.