Understanding Today’s Financial Environment
At 20/20 Financial Group, A Financial Planning and Wealth Management Services Firm, we believe in building and fostering 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, preserve and pass on their wealth. Our group has more than 50 years of combined financial services experience and by working as a team we leverage our shared knowledge to provide outstanding service to all of our clients. Let us help you bring your financial vision into focus.
Dan Shevlin is a Member of the Chester County Estate Planning Council and winner of the Five Star Professional Award as a Wealth Manager in 2012.
The Five Star Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 Five Star Wealth Managers.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
A change in your mindset during retirement may drive changes to your portfolio.
Here are 4 great, and sometimes unexpected, places to raise a family.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This worksheet can help you estimate the costs of a four-year college program.
Your credit score may influence how much you pay for auto and home insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
All about how missing the best market days (or the worst!) might affect your portfolio.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What is your plan for health care during retirement?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What are your options for investing in emerging markets?