80/20 Financial Services

Services Offered

• Retirement Planning
• Investment Management
• Financial Planning

About

80/20 Financial Services is an Independent Registered Investment Advisor (RIA) located in Ozark, Missouri, serving clients across the United States. The firm specializes in Electric Cooperative Retirement Planning, providing tailored financial guidance to current and former electric cooperative employees and their families. With a focus on maintaining a small client base of approximately 50 households, 80/20 Financial Services emphasizes personalized service and a deep understanding of their clients' unique financial situations. This boutique approach ensures that clients receive dedicated attention and customized financial strategies.

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