About Us

Anna Downs and A.D. Financial Planning

Our Commitment To You

Money decisions don’t have to feel overwhelming or scary. With the right guidance, you don’t have to face them alone. If you’re planning for retirement, let’s walk the road together—so you can move from uncertainty to confidence, knowing your money decisions are right for your unique situation.

As a CERTIFIED FINANCIAL PLANNER®, Anna Downs is committed to helping people cut through uncertainty and set a course for their future. Through an educational approach, Anna helps clients make decisions that are best for their situation while making complicated topics more clear, concise, and easy to understand. You don’t have to feel overwhelmed anymore—we got you!

ANNA DOWNS’ MISSION

“My mission is to provide ethical expert financial planning advice where clients experience a very clear direction for their money, feel secure and confident with their financial plan moving forward, and are comforted by our established relationship.

I promise to get to know and understand your needs, desires, and long-term goals. I promise to get to know you and your family because I want to develop, implement and monitor a strategy that’s designed especially for YOU.

I promise you honesty in all business dealings. A true representation of the client, not financial companies. Creative planning that fits the needs of the client. Forming a true relationship of trust with those I work with.”

Anna DownsCertified Financial Planner®
MEET ANNA

About Eisenmann and Associates

Eisenmann and Associates is a financial advisory firm founded in 2005 by Anna’s father, Richard (Ike) Eisenmann, CLU®, LUTCF®, RICP®. Eisenmann and Associates is dedicated to assisting clients achieve financial security through accumulation, preservation and protection of personal and business assets. Anna Downs, CFP®, ChFC®, joined Eisenmann and Associates as an intern in 2006 and began her full-time career in 2007. She retains her role there.

Clients of the firm can be assured that at some point in the future, Anna Downs will take on more responsibility at Eisenmann and Associates as the firm’s succession plan takes effect when Richard chooses to spend more time on his own retirement activities.

Anna and Ike share offices, and in some cases, handle mutual clients including several group retirement accounts. Most often, Anna Downs handles her own clients independently through A.D. Financial Planning.

Anna and Richard are solo advisors, but are both licensed to work with any company affiliated through the broker/dealer, ON Equity Sales Company (ONESCO), and through O.N. Investment Management Company (ONIMCO) for fee-based services. Richard is a registered representative with ONESCO. Anna is a registered representative with ONESCO and an Investment Advisory Representative (IAR) with (ONIMCO) and can act in whatever capacity that is best for the client.

In their work in managing group retirement plans for businesses, neither Anna nor Richard use subcontractors; but they recommend having Wilshire provide investment fiduciary services to plans as either a 3(21) or 3(38) fiduciary.

MEET RICHARD EISENMANN
What is a Certified Financial Planner (CFP®) and what does that designation mean?

A CFP, or a certified financial planner, is someone who has gone through rigorous certification based on a set standard of education, examination, ethics, and experience through the CFP Board. The CFP designation holds certified financial planners to a standard of these things throughout their careers and ensures a level of professionalism and continuing proof of excellence. When you work with a CFP, you can know that you’re working with someone upholding one of the highest standard of ethics and education in the financial services field.