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80/20 Financial Services

Retirement Income & Investment Planning

We help you plan the retirement you want. 

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We are financial planning firm located in Ozark, Missouri and we specialize in retirement income and investment planning. 

We help clients answer questions like:

  • Do you have enough savings to retire now?

  • Should you take your company's pension or lump sum offer?

  • When should you claim Social Security Benefits?

  • How do you actually transition into retirement?

  • How can you lower your tax bill in retirement?

  • How do you invest your retirement money so that you don't run out?

  • How do you invest your retirement money to leave a legacy for your family?

  • How do you create an income stream in retirement that is similar to when you were working?

Schedule your retirement consultation today.