About Us
About Us
Specialized experts securing the financial and real estate futures of retirees.
At 2:20 Senior Asset Planning, we believe retirement should be a time of enjoyment, not financial anxiety. We specialize in helping retirees manage and protect their hard-earned assets through a personalized, holistic approach.
Our History
2:20 Senior Asset Planning was founded on the power of professional synergy. We created a “one-stop shop” to bridge the gap between real estate and wealth protection. Our mission is simple: helping families secure their legacy and achieve peace of mind through coordinated, expert strategy.
Meet A Professional Financial Advisor
Meet Our Team
Terrie Gerchak
Real Estate Agent
Margaret Karl
Attorney
Harry Azzano
Mortgage Loan Officer
Curt Lindsay
Financial Planner