We help people in the pre-retirement and retirement phase who want to proactively create their retirement income and investment plans. Retirement can last 20-30 years. You need a plan!
Pre-Retirement- You are still working and within 5-10 years of your desired retirement age which is typically age 50 or over. You are still saving money but not sure if you have saved enough or if your plan is on track. Basically, you just want to know when or if you can retire. We can help.
Retirement- You are no longer working. You have saved your entire life and now you need to plan what to do with that money. Maybe you are worried about running out of money. Maybe you want to invest some of it. Maybe you want to leave a legacy to your kids or your favorite charity. We can help.
Who We Are:
80/20 Financial Services is an Independent Registered Investment Advisory Firm. Independent means we work for you and no one else. We are located in Ozark, MO but we have the ability to work with clients throughout the United States.