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We believe a goal of retiring - without a plan - is simply a plan to run out of money.

Who We Help:

We specialize in helping electric cooperative employees create their retirement income and investment plans. Retirement can last 20-30 years. You need a plan!


Who We Are:

80/20 Financial Services is an Independent Registered Investment Advisor (RIA) registered in the state of Missouri (CRD# 300772). We work with clients in Missouri and throughout the United States. Being independent allows us to work exclusively for YOU.


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About

Brian Coleman

Retirement Income & Investment Planner

I am the owner of 80/20 Financial Services. I know retirement decisions can be overwhelming. If you are looking for a retirement planner you can trust and that has the ability to translate complex financial strategies in plain English then we should talk. I hope to offer a different experience from other financial professionals. We teach and show you what is possible. We won't try to sell you anything. You have my word on that.

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.

I can help you make the right decisions for your situation. As an Independent Registered Investment Advisor, I work for you. You can be assured you are getting financial advice from an advisor you can trust, that knows your profession, that had the same benefit plan as you, that is a Fiduciary and is required by law to put your interest ahead of my own.