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.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
At what point can you call a personal vehicle commercial?
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The market is as unpredictable as the weather. We’d love to help you prepare.
Smart investors take the time to separate emotion from fact.
Around the country, attitudes about retirement are shifting.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
That big list of dreams and goals isn't the only way to look at your bucket list.