Business Details
Your Trusted Financial Advisors in Overland Park
20/20 Financial Advisers was founded on the principle of providing clear, forward-focused financial guidance rooted in a deep understanding of clients' unique needs. Established through decades of collaboration among industry professionals beginning in the 1990s, our practice evolved into a nationwide network of advisors committed to holistic financial planning. As part of Prime Capital Investment Advisors, we combine personalized service with expanded resources to deliver comprehensive wealth management solutions. Our approach integrates detailed analysis of financial goals, risk tolerance, and legacy planning to create customized strategies for individuals, families, and business owners.With a team of accredited professionals across multiple states, we emphasize transparency, ethical practices, and long-term client relationships. Our expertise spans retirement planning, asset protection, tax mitigation, and estate strategies, supported by educational resources and media engagement to empower informed decision-making. We maintain strict compliance with regulatory standards through our partnership with Prime Capital Investment Advisors, LLC, a federally registered investment adviser.
Services
Holistic Financial Planning
Wealth Management
Retirement Planning
Estate Planning
Tax Mitigation Strategies
Portfolio Management
Risk Assessment
Legacy Planning
Asset Protection
Retirement Income Planning
Highlights and features
- We provide customized financial plans based on individual client circumstances and goals
- Our team includes experienced advisors with diverse financial planning specializations
- We maintain strict compliance through our partnership with a federally registered investment adviser
- We offer educational resources including whitepapers, videos, and market insights
- Our holistic approach considers all aspects of clients' financial lives
Associations and certifications
- Prime Capital Investment Advisors, LLC (PCIA)
Services
Holistic Financial Planning
Our holistic financial planning integrates all aspects of your financial life, including budgeting, insurance, estate planning, and retirement strategies. We create customized roadmaps that address your specific goals, risk tolerance, and legacy considerations. This comprehensive approach ensures coordinated decision-making across all financial domains.
Wealth Management
Wealth management services focus on optimizing investment portfolios and protecting accumulated assets. Our strategies balance growth potential with risk management, adapting to your changing needs throughout different life stages. We emphasize tax-efficient solutions and long-term wealth preservation techniques.
Retirement Planning
Retirement planning covers income generation, tax reduction, and asset protection strategies for pre-retirement and post-retirement phases. We help clients navigate Social Security optimization, required minimum distributions, and healthcare cost planning. Our approach ensures sustainable income throughout retirement years.
Estate Planning
Estate planning services ensure your assets are distributed according to your wishes while minimizing tax implications. We coordinate with legal professionals to create effective wills, trusts, and beneficiary designations. Our focus extends beyond financial assets to include personal legacy considerations.
Tax Mitigation Strategies
Tax mitigation strategies identify legal opportunities to reduce current and future tax liabilities. We incorporate tax-efficient investment vehicles, charitable giving options, and retirement account management techniques. Our planning considers both immediate savings and long-term tax implications.
People
Robert Branch III
Partner, Investment Advisor Representative
With decades of experience in financial services, Robert Branch III specializes in helping clients navigate market volatility while maintaining focus on long-term objectives. His expertise includes retirement income strategies and client education.
Tommy Mancuso
Partner, Wealth & Retirement Advisor
Tommy Mancuso focuses on retirement planning and private market investments, bringing specialized knowledge of wealth transfer strategies and retirement portfolio management to his clients.
Leonard Simpson
Partner
Leonard Simpson offers expertise in risk management and retirement planning, with a focus on creating balanced investment approaches that address market uncertainties and client-specific needs.
Jeremiah Pangan
Financial Advisor
Jeremiah Pangan specializes in retirement income planning and portfolio transition strategies, emphasizing asset protection and sustainable withdrawal approaches for clients approaching retirement.
Deanne Palmer
Financial Advisor
Deanne Palmer provides financial planning services with particular emphasis on estate planning considerations and portfolio diversification strategies for retirement clients.
Questions
What services does 20/20 Financial Advisers offer?
We provide holistic financial planning, retirement strategies, wealth management, estate planning, tax mitigation, and portfolio management services.
Are your advisors qualified professionals?
Our team includes Investment Advisor Representatives and financial professionals with diverse accreditations and industry experience.
How do you create personalized financial plans?
We analyze your financial goals, risk tolerance, time horizon, and legacy objectives to develop customized strategies.
What retirement planning resources are available?
We offer whitepapers, videos, and consultations covering retirement income strategies, RMDs, and market volatility management.
How are you regulated and licensed?
We operate through Prime Capital Investment Advisors, LLC, a federally registered investment adviser with compliance oversight.
