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.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Building Your Legacy
A four-step framework for building a personal legacy.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
When you’re married and have children, insurance needs will be different.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn how to harness the power of compound interest for your investments.
Estate conservation is too important to put off. Do you have a smart exit strategy?
$1 million in a diversified portfolio could help finance part of your retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Even low inflation rates can pose a threat to investment returns.