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.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
It's important to understand the pros and cons when considering a prepaid debit card.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
There are things about Social Security that might surprise you.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
Estimate your monthly and annual income from various IRA types.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
What if instead of buying that vacation home, you invested the money?
You’ve made investments your whole life. Work with us to help make the most of them.
What does your home really cost?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Do you know these three personal finance sayings?