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2020 Financial Planning LLC

Name: 2020 Financial Planning LLC
Address: 1700 7th Avenue, Seattle, WA, 98101, US
Price range: $$$
Rating: 5

Fiduciary financial planning in Seattle, guiding portfolios with thoughtful, fee-based guidance.

5

Business

$$$

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About 2020 Financial Planning LLC

Based in Seattle's Premier Business Center at 1700 7th Ave #2100, 2020 Financial Planning LLC provides fiduciary financial planning with a clear fee-based structure. The advisor educates clients and guides them to confidently manage their own portfolios, develops strategies for retirement goals, and offers ongoing check-ins to keep plans on track.

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Location

Premier Business Center, 1700 7th Ave #2100, Seattle, WA 98101, USA

Business Info

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www.2020financialplanningllc.com/

Services Offered

Retirement Planning

Comprehensive strategies to ensure you're on track for a secure and comfortable retirement, including portfolio analysis and goal setting.

Portfolio Management

Personalized investment management and guidance to optimize your portfolio for growth and stability, with regular check-ins.

Financial Education

Empowering clients through gentle education on financial topics, helping you gain confidence to manage your own finances.

Fiduciary Advisory Services

Fee-based advice with a fiduciary commitment, ensuring recommendations are always in your best interest.

Yearly Financial Check-Ins

Ongoing support and reviews to keep your financial plan aligned with your evolving goals and market conditions.

5.00 · 5 reviews

Overall rating

5

4

3

2

1

P

Patricia Bussard

via Google

· 5 months ago

Before I met Stacy I was afraid of all things financial and investing in particular. Stacy gently educated and guided me to where I can pretty much manage my own portfolio. I am very proud of that and really enjoy doing it! My yearly check ins now keep me on track I would highly recommend her professionalism as well as her extensive knowledge base. A fee based structure with an excellent fiduciary like Stacy proved to be a winning strategy for me in obtaining financial stability and security. I cannot recommend her highly enough. Give her a call and see for yourself!

A

Ann Gallagher

via Google

· almost 2 years ago

A

Amy Anderst

via Google

· almost 2 years ago

A

Aidan O'Callaghan

via Google

· almost 4 years ago

I am getting ready to retire. I contacted Stacy as I wanted to see if I was on the right path and not overlooking anything. Working with Stacy was awesome. She helped me devise a strategy for my goals and how to improve my portfolio. She was emphatic to my concerns and was patient with all my questions. I'm so glad to have her in my corner for my retirement!

C

Charlene Stanton

via Google

· about 4 years ago

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5.00 · 5 reviews

Overall rating

5

4

3

2

1

P

Patricia Bussard

via Google

· 5 months ago

Before I met Stacy I was afraid of all things financial and investing in particular. Stacy gently educated and guided me to where I can pretty much manage my own portfolio. I am very proud of that and really enjoy doing it! My yearly check ins now keep me on track I would highly recommend her professionalism as well as her extensive knowledge base. A fee based structure with an excellent fiduciary like Stacy proved to be a winning strategy for me in obtaining financial stability and security. I cannot recommend her highly enough. Give her a call and see for yourself!

A

Ann Gallagher

via Google

· almost 2 years ago

A

Amy Anderst

via Google

· almost 2 years ago

A

Aidan O'Callaghan

via Google

· almost 4 years ago

I am getting ready to retire. I contacted Stacy as I wanted to see if I was on the right path and not overlooking anything. Working with Stacy was awesome. She helped me devise a strategy for my goals and how to improve my portfolio. She was emphatic to my concerns and was patient with all my questions. I'm so glad to have her in my corner for my retirement!

C

Charlene Stanton

via Google

· about 4 years ago