80 20 Financial Services

80/20 Financial Services is an Independent Registered Investment Advisor (RIA) registered in the state of Missouri (CRD# 300772) with the ability to serve clients in any state. 80/20 Financial Services is the legal name of our Registered Investment Advisory Firm (RIA). Electric Cooperative Retirement Planning is what we do. We turn your NRECA 401k and R&S Pension into a plan that will provide you lifetime income and can change your family's legacy. Our ideal client is a cooperative employee nearing retirement or already retired that is interested in or has already received the lump sum option available from their R&S plan. We are a small boutique type firm that only works with current and former electric cooperative employees and their families. We only work with approximately 50 households at any given time. This allows us to know our clients on a more intimate level. Unlike the big financial advisory firms, you're more than just a number to us. What is your plan to invest your retirement money so that inflation doesn't cut your purchasing power in half during a 20-30 year retirement? What is your plan to make sure you don't spend too much or too little in retirement? What is your plan to pay as little income tax as legally possible in retirement? What is your plan to take care of the people you love after you're gone? What is your plan for claiming Social Security? Our planning process not only benefits you while you're alive, it benefits the people you care about after you're gone. READY TO TALK? Connect with me here on LinkedIn or visit our website at helpingcoopemployeesretire.com