20/20 Financial Advisers of Sacramento, LLC

20/20 Financial Advisers of Sacramento, LLC "Your Future Is Our Focus"
We use a variety of services to create comprehensive financial strategies. This information does not constitute legal advice.

20/20 Financial Advisers is a strong team of financial service professionals strategically located across the country. We focus on working with high net worth clients in the areas of investment and retirement planning, tax strategies, estate planning, insurance, and business continuation programs. In order to provide our clients with as robust an offering of services as possible, we also offer fin

ancial planning and investment advisory services. Prime Capital Financial and its associates do not provide legal advice. Individuals should consult with an attorney regarding the applicability of this information for their situations. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory. © 2025 20/20 Financial Advisers - All Rights Reserved.

Most women are confident savers, survey finds — but where they stash their cash could be a problem
06/03/2026

Most women are confident savers, survey finds — but where they stash their cash could be a problem

About half of women have most of their non-retirement savings either in low-yielding accounts or physical cash, neither of which keep up with inflation.

Use This Script to Lower Your Cable and Internet Bills
06/02/2026

Use This Script to Lower Your Cable and Internet Bills

What info to gather beforehand and what to say, plus what’s actually working for the Reddit crowd. (Hint: Try the retention department.)

June is recognized as Annuity Awareness Month. This is your time to take a closer look at how you’ll create income in re...
06/01/2026

June is recognized as Annuity Awareness Month. This is your time to take a closer look at how you’ll create income in retirement.
Traditional pensions are way less common and the responsibility of generating reliable income now falls on you! For some, annuities can play a role by providing a consistent income stream backed by the strength of an insurance company.
Everyone’s situation is unique, so let’s talk about what may fit into your income plan. Contact us!

How to Buy a House: 15 Steps in the Homebuying Process
05/30/2026

How to Buy a House: 15 Steps in the Homebuying Process

This step-by-step checklist will guide you through the process of buying a house.

Business Startup Costs: What to Know and How to Calculate
05/28/2026

Business Startup Costs: What to Know and How to Calculate

We’ve put together a list of the many business startup costs, including estimates for each, you’ll need to consider when launching your small business.

"Do I Have a Sustainable Withdrawal Strategy? How Will I Manage Healthcare Costs? Am I Maximizing My Income Sources?"If ...
05/26/2026

"Do I Have a Sustainable Withdrawal Strategy? How Will I Manage Healthcare Costs? Am I Maximizing My Income Sources?"
If you don’t know the answers to these questions, it may be time to take a closer look at your plan. Our team is here to help break down every step of your financial journey so you can move toward a more secure retirement. Understanding how your plan is built will give you confidence that you are working toward your dreams. Contact us today!
https://loom.ly/vVPWbiI

Wishing you a meaningful and reflective Memorial Day
05/25/2026

Wishing you a meaningful and reflective Memorial Day

529 Plans: Questions and answers
05/22/2026

529 Plans: Questions and answers

A list of questions and answers about 529 Plans.

If you’ve been curious about where innovation, AI, and private markets are headed, I think this webinar will be worth yo...
05/21/2026

If you’ve been curious about where innovation, AI, and private markets are headed, I think this webinar will be worth your time.

Prime Capital Financial is hosting an exclusive webinar with Cathie Wood, CEO and CIO of ARK Venture Fund, on May 28 to discuss the technologies and companies shaping the future, including AI, robotics, private markets, and innovative companies like SpaceX and OpenAI.

During the webinar, you’ll gain insights into:
• The current innovation and venture capital landscape
• Opportunities and risks tied to private market investing
• How disruptive technologies may impact long term portfolios
• ARK’s approach to identifying transformational companies early

🗓️ Thursday, May 28 at 11:00 AM CT

🔗 Register here: https://loom.ly/swZTTSM

Don’t let spring cleaning clean out your savings! Retirees are often surprised by seasonal expenses like:• Home maintena...
05/20/2026

Don’t let spring cleaning clean out your savings! Retirees are often surprised by seasonal expenses like:
• Home maintenance & repairs
• Travel & rising transportation costs
• Taxes (including RMD surprises)
• Health & wellness expenses
• Graduations, weddings & gifts
• Pet care costs
These “spring surprises” can add up quickly, so knowing what to expect can help reduce your stress and financial shock. Let’s review your strategy and make the necessary changes you see fit.
https://loom.ly/S_8G1-U

Spring is here, but so are the bills. From HVAC tune-ups to surging travel costs, here are 6 unexpected expenses retirees must plan for in 2026.

Address

1837 Iron Point Road, Ste 100
Folsom, CA
95630

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

https://www.leonardsimpsonwealthadvisor.com/

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