7002 Graham Road
20/20 Financial Group was founded in 2004, by Craig J. Miller. He has over 19 years experience in the Investment and Financial Services industry. He started 20/20 with a vision of creating a firm that provides "best in class" personal service to each and every client. At 20/20, we believe the value of the client should be measured by our relationship with them, not the size of their portfolio. Therefore, 20/20 Financial does not require a certain account size to become a client.
Our main area of specialization is in Retirement Planning, Investments and Distribution of Income at Retirement. Our Company employs various techniques and products to help our clients with their financial goals. Every client has different experiences, goals, and needs. It's important that your Financial Consultant understands your individual situation to help build the proper investment portfolio.
We employ the following investment options to construct a client's portfolio, but not limited to:
• Individual Stocks • Bonds • Mutual Funds • Managed Futures • Annuities • Insurance
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
Our client's and their needs are our main consideration. We feel that this and only this allows us to earn and keep our client's respect. You need to ask yourself some simple questions. 1. When was the last time your heard from your current advisor?2. Do they listen to your needs, or just recommend a "cookie cutter" investment portfolio?3. Will your investments last as long as you need them?