Downey & Associates

Helping you make the right financial decisions.We believe that financial flexibility is critical and will provide multiple options so that you can choose the best solution for your unique situation.We enjoy building relationships and earning our clients trust. Financial plans can take a few days or weeks to create, however they can take years to implement so, it's important that you enjoy working with your Financial Adviser. We are willing to take each financial step at your desired pace and are here to serve you. Employer Sponsored Plans 403b457401A Transitioning Into Retirement Consolidation And Simplification Of Assets Income Planning Tax Efficient Investments Donor Advised FundsWe work with independent local CPAs and attorneys and have studied the following areas in order to better serve you.The Retirement Planning ProcessSources of Retirement IncomePersonal Savings: Investing for RetirementEmployer-Sponsored PlansIndividual Deferred CompensationPlanning for Incapacity, Disability & Long-Term CareWhen to RetireRetirement Plan DistributionsAsset Management & Investment Strategy During RetirementIncome TaxesEstate PlanningRetirement Cash Flow ConsiderationsShannon Markle, Chartered Retirement Planning CounselorLeslie Johnson, MBA.We look forward to meeting you.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Principal Financial Group in Laramie, WY is a financial services company that offers a range of products and services to help individuals and businesses with their financial planning needs. With a focus on retirement planning, insurance, and investment solutions, Principal Financial Group aims to provide clients with the tools and resources necessary to achieve their financial goals. Generated from their business information