7 Signs You May Be Ready For Retirement https://loom.ly/dAOZHko
20/20 Financial Advisers
Financial Services
Costa Mesa, CA 95 followers
Your Future is Our Focus
About us
20/20 utilizes a variety of services to create a comprehensive financial plan for both our individual and business clients. Our approach is based on your financial and life goals. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA, 2020 Financial Advisers and Private Client Services are separate entities and are not affiliated. ©2022 2020 Financial Advisers, LLC - All Rights Reserved.
- Website
-
http://www.2020fa.com//
External link for 20/20 Financial Advisers
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Costa Mesa, CA
- Type
- Self-Owned
- Specialties
- Financial Planning, Social/Impact Investing, Tax Management, Estate Planning, Risk Management, Income Planning, Retirement Planning, Debt Management, College Savings, Employee Stock Option Planning, and 1031 Exchanges
Locations
-
Primary
Get directions
Home Office
940 South Coast Drive - Suite 110
Costa Mesa, CA 92626, US
Employees at 20/20 Financial Advisers
-
Leonard ( Len ) Simpson, RFC®, AIF®
Managing Partner 2020 Financial Advisers / Focuses on Asset Protection and Business Continuation Strategies for Attorneys and other Professionals
-
Deanne Palmer
MBA, CFP®
-
Armen Carapetian
Insurance Broker
-
Robert Branch, ChFC, CFP®
Partner at 2020 Financial Advisers/Prime Captital Investment Advisors
Updates
-
Navigating Social Security decisions is crucial for retirement planning. Here are some calculators to get you thinking about your optimal retirement age and how you might maximize benefits: 1. Social Security Retirement Estimator 2. U.S. News Retirement Calculator 3. Planning for Retirement 4. Social Security Benefits Calculator 5. Retirement Age Calculator 6. Early or Late Retirement Calculator 7. Retirement Earnings Test Calculator 8. Life Expectancy Calculator 9. Social Security Intelligence Break-Even Calculator Remember that calculators don’t give you the whole picture. We invite you to call us to discuss your Social Security filing strategy, your retirement income plan, and how we can align your retirement strategy with your retirement lifestyle goals! https://lnkd.in/dCZx2xY
9 Social Security Calculators That Can Help You Decide When to Claim
money.usnews.com
-
What are your retirement dreams and aspirations? Whether it’s sailing the ocean, joining a new club, or purchasing a furry friend, we want to hear about it!⛵⛳🎾🐶 Drop a comment below and let's start planning how we can make these dreams possible. Regular meetings with your financial advisor can help ensure you're on track to afford these new hobbies and activities. Let’s talk!
-
-
Investors aged 21-43 are increasingly favor alternative assets like hedge funds, private equity, and crypto over traditional stocks and bonds. Meanwhile, those 44+ stick to the classics. What’s driving this shift?🤔 https://loom.ly/5pbbJUU
Young, wealthy investors turn to alternatives instead of traditional stock and bond investments
cnbc.com
-
Are you 65+ and still working? You may have options when it comes to Medicare enrollment. Stay informed to make the best decisions as you continue working past retirement age! You can learn how to navigate employer coverage, avoid penalties, and make the right choices for your healthcare needs. Give us a call! https://lnkd.in/gqfYMGNR
Medicare Coverage: Can You Opt Out if You're Still Employed?
health.usnews.com
-
Wealth management specifically relates to your investments and assets. How your portfolio and retirement assets are balanced and managed during your working years needs to be much different than prior to and during your retirement years. We understand the difference. Let’s meet. https://loom.ly/W1XeW3I
2020 Financial Advisers | Financial Advisors - 20/20 Financial Advisers
https://2020fa.com