FINANCIAL PLANNING
Services at Anna Downs Financial Planning
Our services are completely customized and unique to each couple, family, or business owner based upon their individual goals. We may provide many different elements and services, or just a few specific strategies based on your needs and objectives. Custom financial and retirement planning are what we do, and as an independent firm, these are just a few of the services we may include in your plan.
Accessible Planning Technology at Your Fingertips with Asset+Map
We give clients and advisors access to advanced financial planning technology, making it easy to view and monitor your personalized plan from anywhere. Through our customized use of Asset-Map software, you can budget, track cash flow, aggregate accounts, manage debt, and visualize your financial and retirement plans aggregated into simplified graphics.
Financial Planning
A financial plan encompasses your complete financial picture in a comprehensive manner. For instance, it lays out all of your short- and long-term goals and the investment plan to help you attain the required savings and wealth needed to meet your milestones and objectives.
Investments
Selecting the proper investments and designing a customized portfolio tailored to your specific financial and retirement goals is an important part of what we do at Anna Downs.
Insurance
The financial plan also includes insurance because managing risks by offloading financially devastating potential adverse life events to insurance companies is an important part of protecting your spouse, your children, your grandchildren, and your extended family.
Retirement Planning
Where will your retirement money come from? For most people, qualified retirement plans, Social Security, personal savings, and investments all play a role. At Anna Downs, we’ll help you design a comprehensive plan to help grow, preserve, and protect your hard-earned assets to help ensure you have an income for life.
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.
