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.
Each type of investment has its own risks, potential return, and tax ramifications, and our comprehensive planning and educational approach can help explain our recommendations so that you can make decisions that are right for you and in alignment with your risk tolerance and timeline to retirement.
Services we may include:
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.
Schedule online here, email us at ae@eisenmannandassociates.com, call us at (715) 395-7915, or fill out this form and we will get back to you. Consultations with Anna are complimentary!
Your financial clarity and peace of mind are our priority!
A.D. Financial Planning, LLC | Eisenmann and Associates
823 Belknap Street, Suite 108
Superior, Wisconsin 54880
Registered Representatives offer Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Anna Downs is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal professional. Tax advice is not offered. Please consult with your tax professional for additional guidance regarding tax-related matters.
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