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Published by katinadeeann, 2018-04-04 14:14:39

Garrett German

Garrett German

REALIZE YOUR FINANCIAL GOALS

20/20 FINANCIAL ADVISERS OF EXETER, CA

WE ARE AN
INDEPENDENT
REGISTERED
FINANCIAL FIRM

1
We provide strategic and

financial advice.

2
We are registered federally

and not by the state.

3
We have a fundamental
obligation to provide suitable

investment advice.

4
We promise to always act in

your best interests.

OUR MISSION

Goals: We help you get crystal clear with your goals and then we work
towards achieving your goals.

Growth: Because we are crystal clear on what’s important to you, this allows
us to focus on how we can get the best out of the wealth you already have.
 This ends up saving you a lot of time, a lot of frustration, and a lot of
money. 
 
Guiding:  YOU. We are not a “set it and forget it” shop and then you’ll never
hear from us again.  We believe that this is a continual conversation that
changes as our world changes and we love the long term relationship that
we have with our clients. 

OUR PHILOSOPHIES

Unyielding Integrity: We tell the truth, taking responsibility for our mistakes and failures,
and we honor our commitments, even when it is difficult, expensive or inconvenient.

Prioritizing People: We believe that people are our most valuable asset, and we
intentionally position team members to work in their area of greatest strength so they
can make the greatest level of contribution and experience the highest level of
satisfaction.

Relentless Wow!: We create interactions, products, services, and experiences with an
extremely high level of excellence, and attention to detail.

Highly Responsive: We move quickly to accomplish our most important tasks, not getting
derailed by procrastination or perfectionism.

Continuous Growth: We never stop learning, and we do not rest on our laurels. We seek
to continually improve our products and services to create more value for our clients and
customers.

OUR PROCESS

WE BELIEVE IN For every stage of life, 
DEVELOPING LIFE-LONG for all milestones and
transitions, we are here to
RELATIONSHIPS help guide the way.  

TEAM APPROACH

Investment & Research Team: Oversee your investment portfolio and ensure it
meets your planning objectives
Advisory Team: Give you recommendations and attends all meetings
Client Service Team: Help ensure all administrative information is updated and
immediate needs are handled
Diamond Team: Attends all meetings

PERSONAL CONVERSATION

Enter text here about personal
conversation

WHAT IS THE COST?

INVESTMENT PHILOSOPHY

We are buy & hold investors not short-term speculators
We understand modern portfolio theory
We position portfolios based on risk, not just returns
We adapt as the market evolves
We know investment returns aren’t the only way to meet performance objectives

AREAS OF FOCUS

FOCUSED GOAL? MANAGE RISK.

Specialized Risks Fixed Income Risk
Market-Price Risk Interest Rate Risk
Risk of Default Commodity Risk
Market Risk Real Estate Risk
Currency Risk Taxation Risk
Exchange Rate Risk Liquidity Risk
Industry-specific Risk Event Risk
Market Volatility Monetary policy
Political Risk International Risk
Share Price Fluctuation Pre-payment Risk

UNDERSTANDING RISK ALLOCATION

We provide comprehensive
financial planning for every
stage of life and the challenges
that may come up in between.

Visit us at 2020FA.com

Securities are offered solely through Ameritas Investment Corp. (AIC). Member
FINRA/SIPC. Investment advisory services are offered through 20/20 Capital
Management Inc., a Registered Investment Advisor. AIC and 20/20 Financial
Advisers, LLC, and 20/20 Capital Management Inc. are not affiliated. Additional
products and services may be offered through Financial Advisers, LLC, or 20/20

Capital Management Inc. that are not offered through AIC.


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