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"Our goals can only be reached through the vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success." -Picasso

Who We Are:

80/20 Financial Services is an independent  Registered Investment Advisory Firm in the state of Missouri dedicated to helping retirees and soon to be retirees find their road to financial well being in retirement.

*You do not have to reside in Missouri for us to work together.

Brian Coleman Photo Brian Coleman Hover Photo

Brian Coleman

Retirement Planner/Investment Adviser
I am the owner of 80/20 Financial Services. A retirement planning firm located in Ozark, MO. I provide personalized retirement planning and investment advice for my clients. 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 and tax strategies in plain English then we should talk.

A few things to note about me. I carry no personal debt other than my mortgage. My credit score is 770. 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 adviser before you entrust your retirement planning and investing with them.

80/20 Financial Services Photo

80/20 Financial Services

Our Financial Philosophy

Quantifying goals, crafting a long-term plan, funding the plan with a long-term portfolio, and reviewing it continually. . . 80%

Coaching clients to continue working the plan through all the cycles of the economy, and all the fads and fears of the market. . . . 20%

Total. . . 100%