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Retirement Planning You Can Trust

What We Do:

Our focus is working with retirees, and we specialize in working with retirees who are approaching or going through the retirement transition.

We help or clients answer questions such as:

  • Do you have enough money saved for retirement?

  • Should you take your company's pension offer 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 create an income stream in retirement that is similar to when you were working?

  • Should you purchase life insurance in retirement?

Our mission statement is simple- In a partnership with each client, we create a personalized retirement plan and spending strategy to ensure your money will last as long as you want it to. We do this with Reliability, Integrity, Compassion, and Honesty.

At 80/20 Financial we believe: 

  • That real wealth, an income one doesn’t outlive, can only be achieved through a program of lifetime investing in quality equities. i.e. stocks and mutual funds

  • That mainstream equities historically create lifetime retirement income which rises through time and rises significantly higher than consumer inflation.

  • That the achievement of real wealth in equities is not driven by investment “performance” but by investor behavior. We believe in making a lifetime plan and sticking to it and ignoring both bull market fads and bear market panic.

  • That, in practice, no one will ever be able to resist the great behavioral traps of equity investing without a high quality adviser.

  • That the highest, best and most valuable function of an advisor is guiding clients past The Big Mistake.