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When will you celebrate

your Independence Day?

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Is 80/20 Wealth Management a good fit for you? 

just starting out financial planning, buying a home

Just Starting Out?

Just starting your career and family?  Do you have questions about employee benefits, tax withholding, insurance or your 401(k) or 403(b)?  Do you have questions about investing or buying your first home? We can help you get started on the right foot and teach you about the awesome power of compound interest when you start saving and investing in your 20’s.

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Too Many Balls in the Air?

We work with singles and couples who are trying to fund multiple goals, like saving for college AND retirement AND getting out of debt and MAYBE even caring for an aging parent.  We can help you prioritize your goals to focus on what’s most important to you.

counting down the days to retirement, calculator

Counting down the days?

We work with folks who are nearing or are already retired.  If you feel like you are behind schedule, we will find ways to help you catch up.  Do you have questions about the optimal strategy for taking your social security benefits?

And if you’re already retired, we can help you with a detailed plan to turn your accumulated wealth into a replacement paycheck.  No, we won’t try to sell you an annuity, but we will teach you how to transition from the accumulation phase to the decumulation phase with strategies to make your money last.