80/20 Financial Services

Retiring - without a plan - is simply a plan to run out of money.
Inflation is the number one enemy of a successful retirement.
In making a goal-focused, long-term retirement plan and sticking to it and only adjusting when necessary.
We act on our plan. We DO NOT react to financial "news"
In protecting your assets from the courts, the federal government and long-term care facilities. (Estate Planning)
That a retirement income that one doesn’t outlive, can only be achieved through a program of lifetime investing in quality companies.
True retirement planning is aligning your investments with your retirement goals.
In following the five Fiduciary Principles.
Our retirement planning price is worth multiples of what a client pays for it.
In paying no more taxes than you legally have to. (Tax planning)
In helping our clients through turbulent times.
The most valuable services we offer are increasing your time, money and peace of mind.

Pressuring you to do anything ever
Reacting to the 24/7 financial news cycle
Telling you what you want to hear
Putting our interest before yours
Selling you products you don't need
Promising you anything we can't deliver on
Forecasting the economy (because no one can)
Timing markets (because no one can)
Predicting which investments will outperform other investments (because no one can)

Is that ok with you? If so, schedule a meeting now.