20/20 Financial Advisers of Sacramento, CA, LLC
www.2020fa.comPreparing for that next step in life isn’t always easy. And while we know it is important to plan for the future, life often seems to get in the way. The clients I work with are solo practitioners and small firm attorneys—often with complex investment portfolios already in place—whose income is a critical part of their family's financial security. I passionately believe that everyone needs to be protected from challenges to their financial security. At 20/20 Financial Advisers, we know financial issues can make people feel out of control at times and we pride ourselves in being the methodical, calming force that helps our clients feel more in control of their financial goals. We coordinate the details of your financial plan with people like your CPA and attorney to create seamless, simple strategies to seemingly complex problems. When I am not working with my clients, I love spending time outdoors and serving the local community. I am avid long distance cyclist and I’ve been a Rotarian for over 28 years; community service has always been important to me. I promise you a new level of attention, insight and capability. Reach out to me at lsimpson@2020fa.com to discuss your financial future. Advisory products and services offered by Investment Adviser Representatives through 20/20 Capital Management, Inc (“20/20 CMI”), a federally registered investment adviser. 20/20 CMI: 940 South Coast Dr, Suite 110, Costa Mesa, CA 92626. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. 20/20 CMI and Private Client Services are separate entities and are not affiliated. * Financial professional is also an Investment Adviser Representative (IAR) and offers advisory services through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA
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Preparing for that next step in life isn’t always easy. And while we know it is important to plan for the future, life often seems to get in the way. The clients I work with are solo practitioners and small firm attorneys—often with complex investment portfolios already in place—whose income is a critical part of their family's financial security. I passionately believe that everyone needs to be protected from challenges to their financial security. At 20/20 Financial Advisers, we know financial issues can make people feel out of control at times and we pride ourselves in being the methodical, calming force that helps our clients feel more in control of their financial goals. We coordinate the details of your financial plan with people like your CPA and attorney to create seamless, simple strategies to seemingly complex problems. When I am not working with my clients, I love spending time outdoors and serving the local community. I am avid long distance cyclist and I’ve been a Rotarian for over 28 years; community service has always been important to me. I promise you a new level of attention, insight and capability. Reach out to me at lsimpson@2020fa.com to discuss your financial future. Advisory products and services offered by Investment Adviser Representatives through 20/20 Capital Management, Inc (“20/20 CMI”), a federally registered investment adviser. 20/20 CMI: 940 South Coast Dr, Suite 110, Costa Mesa, CA 92626. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. 20/20 CMI and Private Client Services are separate entities and are not affiliated. * Financial professional is also an Investment Adviser Representative (IAR) and offers advisory services through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA
Read moreCountry
State
California
City (Headquarters)
Folsom
Employees
1-10
Founded
2006
Estimated Revenue
$1,000,000 to $5,000,000
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Founder and Partner
Email ****** @****.comPhone (***) ****-****Insurance Specialist | Insurance Broker | Insurance Adviser
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