80/20 Financial Services Revenue

Financial Services • Ozark, Missouri, United States • 1-10 Employees

80/20 Financial Services revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at 80/20 Financial Services

Brian Coleman

Owner/Advisor

Company overview

Headquarters	5523 N Farmer Branch Rd, Ozark, Missouri 65721, US
Website	helpingcoopemployeesretire.com
NAICS	52
Keywords	Cash Flow Management, Retirement Planning, Life Insurance, Estate Planning, Taxes, Investment Management, Electric Cooperative Employees
Founded	2019
Employees	1-10

About 80/20 Financial Services

80/20 Financial Services is an Independent Registered Investment Advisor (RIA) registered in the state of Missouri (CRD# 300772) with the ability to serve clients in any state. 80/20 Financial Services is the legal name of our Registered Investment Advisory Firm (RIA). Electric Cooperative Retirement Planning is what we do. We turn your NRECA 401k and R&S Pension into a plan that will provide you lifetime income and can change your family's legacy. Our ideal client is a cooperative employee nearing retirement or already retired that is interested in or has already received the lump sum option available from their R&S plan. We are a small boutique type firm that only works with current and former electric cooperative employees and their families. We only work with approximately 50 households at any given time. This allows us to know our clients on a more intimate level. Unlike the big financial advisory firms, you're more than just a number to us. What is your plan to invest your retirement money so that inflation doesn't cut your purchasing power in half during a 20-30 year retirement? What is your plan to make sure you don't spend too much or too little in retirement? What is your plan to pay as little income tax as legally possible in retirement? What is your plan to take care of the people you love after you're gone? What is your plan for claiming Social Security? Our planning process not only benefits you while you're alive, it benefits the people you care about after you're gone. READY TO TALK? Connect with me here on LinkedIn or visit our website at helpingcoopemployeesretire.com

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

80/20 Financial Services has never raised funding before.

80/20 Financial Services Tech Stack

Discover the technologies and tools that power 80/20 Financial Services's digital infrastructure, from frameworks to analytics platforms.

Google Hosted Libraries

CDN

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

Node.js

Programming languages

Calendly

Appointment scheduling

Open Graph

Miscellaneous

Google Analytics

Analytics

YouTube

Video players

Express

Web frameworks

Frequently asked questions

80/20 Financial Services is located in Ozark, Missouri, US.

80/20 Financial Services generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

80/20 Financial Services has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

80/20 Financial Services was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

80/20 Financial Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at 80/20 Financial Services

Brian Coleman

Owner/Advisor

4.8

40,000 users