Hi, I’m Anna Downs, and I am a Certified Financial Planner™.
Whether you are transitioning into retirement or cultivating your own business, you want someone to guide you through making the financial decisions that keep you up at night. Through my personalized, high-touch, holistic financial strategies customized to each individual client, you will feel supported and cared for on the road to achieve your financial goals.
Through a down-to-earth, educational approach and a focus on the long-term view that can sustain through the ever-changing economic environment, you can know that you’ll be working towards your most important financial goals through our comprehensive strategy and fluid planning.
My primary focus as a Certified Financial Planner™ is tailoring your financial plan to work with your end result in mind. No financial detail goes unnoticed. I will help you discover and prioritize your goals and deliver effective financial strategies to achieve your dreams.
Does your financial plan maximize your priorities, goals and dreams?
As a business owner, when was the last time you had your company retirement plan benchmarked?
Is your desire to pass on generation wealth structured to maximize every dollar?
Business owners care about their company and the people working with them.We outline the different types of retirement plans available and the ones that make sense for you and your employees.