Broker Check

Find a Location

Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

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.

Helpful Content

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

 

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

View all articles arrow

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Retirement Redefined

Around the country, attitudes about retirement are shifting.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Surprises

Making the most of surprises is a great reason to work with us.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

View all videos arrow