A Certified Financial PlannerTM Driven By Serving Others
Here To Walk With You Through Your Financial Journey
Anna Downs, CFPTM, ChFCTM is a financial planner who helps couples in their late working years plan for income in retirement so they can worry less about running out of money and more about enjoying their golden years.
"I am a financial planner who helps couples in their late working years plan for income in retirement so they can worry less about running out of money and more about enjoying their golden years.
When you are transitioning into retirement, focused on the final stretch of building your nest egg, you want someone to guide you through making the financial decisions that keep you up at night. You may have questions like, ‘when will I have enough saved up in order to retire,’ and ‘how can I create income I can rely on.’
Through personalized, high-touch, holistic retirement strategies customized to each individual couple, I work to help you to feel supported and cared for on the road to achieving your retirement lifestyle goals."
~ Anna Downs
Let’s Discuss Your Goals
Ready to take the next step toward a worry-free retirement or just need some
questions answered to help ease your retirement worries?
Contact me today to schedule a no-obligation pressure-free consultation and I will
do whatever I can to help put your retirement thoughts at ease.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513)794-6794. Investment Advisory services offered through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal professional.