At 20/20 Capital Management Inc. our partnership group consists of experienced professionals from different areas of finance. We’re here to help you, your family, or your business with financial planning needs – no matter how simple or complex they may be. Below is only a snapshot of what we can help you with.

Risk Management


  • Life Insurance Protection
  • Medical Insurance
  • Disability Protection
  • Long Term Health Care
  • Option Hedging Strategies

Investment Planning


  • Budgeting
  • Stocks
  • Bonds
  • Real Estate
  • Alternative Investments
  • Annuities
  • Stock Options
  • College Savings
  • Mutual Funds
  • Exchange Traded Funds
  • Socially Responsible Investing
  • Debt Management

Retirement Planning


  • IRAs
  • Roth IRAs
  • SEP IRAs
  • Income Planning
  • 401(k)s
  • 403(b)s
  • Pension Plans
  • Social Security Planning

Tax Strategies


  • Deductions/Charitable Giving
  • Shelters
  • Income (Taxable and Tax-Free)
  • Tax Favored Investment Programs
  • *Representatives of AIC, 20/20 CMI or 20/20 FA do not provide tax or legal advice. Clients should consult thier tax specialist or legal attorney related to tax or legal advice.

Estate Planning


  • Wills
  • Powers of Attorney
  • Trusts
  • Estate Taxation
  • *Representatives of AIC, 20/20 CMI or 20/20 FA do not provide tax or legal advice. Clients should consult their tax specialist or legal attorney related to tax and legal advice.

Business Planning


  • Group Benefits
  • Selective Compensation Programs
  • Restricted and Control Stock Sales
  • Business Ownership Transfer Consultation
  • Business Valuation