Products/Services

Products/Services

Our focus is on tailoring a financial plan for your particular situation.  While developing a solution that meets your specific needs, we will walk you through a step-by-step process that will help make you feel confident in your decisions. 

 

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and strategies:

 

  • Investment management*
  • Tax management
  • Retirement strategies
  • Estate conservation
  • Fixed Annuity
  • Fixed Index Annuity
  • 529 Plans*
  • 401K and IRA Account Management
  • Asset Allocation Portfolio*
  • Individually Managed Portfolio*
  • Treasuries*
  • Life Insurance
  • Long-Term Care
  • Medicare Supplements




*Investment Advisory products/ services are offered through Regal Investment Advisors, LLC, a SEC registered investment advisor. 20/20 Financial Group, LLP is independent of Regal Investment Advisors, LLC.

 

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