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20/20 Vision for your Retirement


As an independent financial planning and investment management firm, we offer comprehensive, objective advice to individuals, families and business owners. Our mission is to have a meaningful, long-term impact on our clients’ lives by providing financial guidance throughout every stage in life. 

Working as fiduciaries to our clients, it is our legal duty to put our clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process. Our name and reputation reflect the high standards we have and the honest work we do for the people we serve.

Featured Blog 

Lisa Sakai Headshot

are you...

a Female Professional who has so many balls in the air that your financial picture is blurry?

Christopher Whalen Headshot

Are you...

 a business owner who is looking to get more tax deductions and want to provide benefits to motivate and recruit the right employees?

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