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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 help Electric Cooperative Employees in the Unites States 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 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.


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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.

A few things to note about me. I carry no personal debt other than my mortgage. My credit score is 792. It would be higher but I have no installment payments because I carry no debt. I have a  very positive net worth. I keep 6 months of savings in an emergency fund at all times. I invest in the same products I recommend to my clients. The reason I tell you these things is they are things you should know about any advisor before you entrust your retirement planning and investing with them.