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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

Your trusted partner for a secure financial future—planning with clarity and care.

5(5 reviews)

Business

$$$

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›2020 Financial Planning LLC

About 2020 Financial Planning LLC

2020 Financial Planning LLC is a premier fee-based financial advisory firm located in Seattle, WA, dedicated to helping individuals and families achieve financial stability and security. Led by Stacy, a knowledgeable and empathetic fiduciary, we specialize in retirement planning, portfolio management, and personalized financial education. Our client-focused approach ensures tailored strategies that address your unique goals, whether you're preparing for retirement, managing investments, or seeking guidance for long-term financial health. With a perfect 5-star rating, we pride ourselves on professionalism, transparency, and empowering clients to take control of their finances.

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Business Info

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www.2020financialplanningllc.com/

Location

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

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.

Reviews

5(5 reviews)

Rating Distribution

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Rating Distribution

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P

Patricia Bussard

via Google

3 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

over 1 year ago

A

Amy Anderst

via Google

over 1 year 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

almost 4 years ago