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.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Earnings season can move markets. What is it and why is it important?
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Understanding the economy's cycles can help put current business conditions in better perspective.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Have you explored all of your choices when it comes to managing your taxable income?
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Three things to consider before dipping into retirement savings to pay for college.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Taking your Social Security benefits at the right time may help maximize your benefit.
How will you weather the ups and downs of the business cycle?