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Welcome to 20/20 Financial Group, LLP!

20/20 Financial Group, LLP

Currently serving the Piedmont Triad Area in North Carolina

Welcome to our web site. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

Although there are many intrinsic facets that go into creating a successful financial portfolio, we will take the time to educate you on the basic financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. There is an undeniable value in working with skilled professionals to pursue your financial goals.

Be sure to add our site to your list of "favorites" in your Internet browser to easily access our weekly web casts.

 

Our Mission: TO ACHIEVE VALUE BY USING THE EQUATION


VALUE = RESULTS – EXPECTATIONS

  • Value:
    Utilize our skills for your benefit and to become a life-long, indispensible advisor to you and your family. We are committed to establishing an exceptional, trusting relationship that provides the right amount of financial management options to satisfy each individual’s unique set of circumstances. Our expertise, vision and strategies can be an invaluable asset applied toward achieving your financial goals. We will educate and empower you to make the right decision whether you are in the process of building a new financial portfolio, planning for retirement, re-engineering existing investments or income sources, planning your estate/legacy, or undergoing a life-changing experience that impacts your financial status (e.g. job loss, divorce, death in the family, etc.). Maintaining long-term relationships with reputable legal, tax, and insurance companies helps us offer you the very best advice in each discipline.
  • Results:
    Meet or exceed your expectations. To the extent desired, we teach you how to overcome the complex nature of financial vehicles and regain and/or enhance control over your financial portfolio. There is no cookie cutter strategy used to fit a person into a pre-defined, limited mold. Often, a combination of financial vehicles is appropriate to accommodate and/or sustain financial aspirations. You will have freedom of choice and be an integral part of building your financial future whether it targets short-term (saving for college) or long-term (maintaining current lifestyle after retirement) objectives. The individuals we work with become a part of our extended family; and, as dedicated families do, we embrace, honor, and support each member (e.g. spouses, children, grandchildren, etc.). Take comfort in knowing that your financial portfolio satisfies your objectives.
  • Expectations:
    Honest, knowledgeable, compassionate advisors who provide quality results and service. We thoroughly analyze your current financial situation, ask you to define your financial aspirations, income/expense requirements, and foreseeable financial intricacies; then, apply our skills to assess the best financial tools available to address your goals. This comprehensive research ensures that a financial plan is customized specifically to meet your unique needs. There are no limits to the number of tools and resources we have available. Understanding that "life is what happens while you're making other plans" we build flexibility into each plan to allow for emergencies. We provide education, guidance and choices, not directives - the decision is yours. Together, our combined expertise in Financial and Health Care management can bring satisfaction and peace of mind to you and your family. We take great pride in our responsiveness to individual service requirements and are here when you or your family need us.





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