20/20 Financial Group

20/20 Financial Group Securities offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC, www.f

At 20/20 Financial Group, a Financial Planning and Wealth Management Services Firm, we believe in building close relationships with our clients. We understand that the best way to assist the select families, entrepreneurs and professionals we serve is to help them manage, pursue and aim to preserve and pass on their wealth. Our group has more than 50 years of combined experience and as a team we l

everage our shared knowledge to provide outstanding service to our clients.

20/20 Financial Group broker dealer is LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation.* LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.

* As reported in Financial Planning Magazine, June 1996-2020, based on total revenue

Securities offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC, www.finra.org - www.sipc.org. Investment advice offered through Wealthcare Advisory Partners, a registered investment advisor. Wealthcare Advisory Partners and 20/20 Financial Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.2020financial.net

06/01/2026

Understand how inflation quietly reduces purchasing power over time and why relying only on “safe” investments can create long-term risk. This breakdown explains how retirees can think about growth, income, and protection in an inflationary environment.

06/01/2026

The latest issue of Market Week is available.

05/30/2026

Learn how growth-oriented investing can help offset inflation over long retirement timelines. This overview explains how to think about balancing growth, risk, and income so purchasing power isn’t quietly eroded over time.

05/28/2026

Compare two different retirement approaches and how each responds to long-term inflation. Learn why income structure, withdrawal timing, and flexibility can matter more than portfolio size when planning for rising costs.

05/26/2026

Inflation quietly erodes purchasing power over time, even when markets look stable. Learn how rising costs can strain long-term retirement income and what factors to consider when planning withdrawals, spending, and income sources.

05/26/2026

The latest issue of Market Week is available.

05/24/2026

Learn the situations where a Roth conversion may create higher taxes or reduce retirement flexibility. This breakdown explains income thresholds, timing risks, and planning trade-offs to help investors understand when converting an IRA may not make sense.

05/22/2026

Learn the most common Roth conversion mistakes and how poor timing, tax brackets, and income coordination can lead to higher lifetime taxes. This overview focuses on understanding risks, trade-offs, and smarter planning decisions—not guaranteed outcomes.

05/20/2026

Understand the common tax pitfalls that can arise from retirement account conversions and why timing, income coordination, and tax brackets matter more than most people realize. This overview focuses on education and planning considerations—not quick fixes or guarantees.

05/18/2026

Understand how strategic tax conversions can improve flexibility before and during retirement. This overview explains how timing, income levels, and long-term planning may influence taxes, required distributions, and future cash flow—without making assumptions about outcomes.

Address

1065 Andrew Drive, Wealthcare Office
West Chester, PA
19380

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16107010499

Website

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