Business Planning & Consultation

  • Retirement Benefits
  • Retirement Plan & Vendor Evaluation
  • Certified Plan Fiduciary Advisor
  • Business Ownership Transference
  • Deferred Compensation Programs
  • Group Life, Health, & Disability Income Insurance benefits
  • Key-Person Insurance
  • Business Valuation
  • Employee Stock Option Plans
  • Restricted and Controlled Stock Sales (10b5-1 Plans)
  • Single-Stock Hedging Strategies
  • Client Education Workshops
  • Investment Policy Statement Creation/Reviews
  • Employee Enrollment/Communications
  • Annual Plan Reviews

What’s Your Business Plan?

20/20 Capital Management collaborates with you on the services that will foster and grow your business.

We focus on services and strategies customized for your unique needs and goals.