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 Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The market is as unpredictable as the weather. We’d love to help you prepare.
In the face of divorce, making changes to insurance coverage may be overlooked.
Beware of these traps that could upend your retirement.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Term insurance is the simplest form of life insurance. Here's how it works.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
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.
There are some smart strategies that may help you pursue your investment objectives
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here’s a crash course on saving for college.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?