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80/20 Financial Services

Retirement Income & Investment Planning


We help Electric Cooperative Employees create their retirement income and investment plans. Every Tuesday we blog about a different retirement subject. 

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5240 N Town Centre Dr. 102-C
Ozark Missouri 65721
bcoleman@8020financialservices.com
417-294-5277

 

For all current and former Electric Cooperative Employees, I worked at an electric cooperative for 11 years. I know and respect what you do and I know your benefits and retirement plan options very well. I can help you with your retirement planning with an insight and perspective that most advisors just don't have.    Brian Coleman-Owner 80/20 Financial Services


We help you answer questions like:

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

  • Do you have enough money between your R&S and/or 401k to retire?

  • Could you possibly retire at age 55?

  • Is your cooperative 401k invested correctly for your retirement goals?

  • Should you be investing in a Traditional 401k or a Roth 401k?

  • Are you contributing too much or too little to your 401k?

  • Should you quasi-retire from your cooperative?

  • Should you accept an early retirement offer from your cooperative?

  • When should you claim Social Security benefits?

  • How can you lower your tax bill in retirement?

  • How do you invest your retirement money so that you increase your income in retirement?

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

Schedule your retirement consultation today.