Your Dreams Matter
At Downey Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy to help you address your financial needs and concerns.
The Retirement Blueprint Process
Retirement should be a time of great excitement but can also bring uncertainty. Will your money last as long as you need it to? Our Retirement Blueprint process empowers you to make smarter financial decisions so you can retire with confidence.
Step 1
Discover
We’ll get to know you, your current financial situation and go over the services we offer to help meet your needs.
Step 2
Diagnose
Once we understand your goals, we’ll do a risk tolerance analysis and determine your retirement income needs based on your desired lifestyle.
Step 3
Develop
Using data gathered from your analysis, we’ll build a comprehensive plan based on tax efficiency, income and long-term growth.
Step 4
Deliver
Once your plan is implemented, we’ll provide ongoing service and support to help ensure your continued success.
We offer services in these three areas:
Income
Prepare for retirement by planning for income that is as safe and secure as possible.
How?
Retirement Income Strategies
Asset Protection Strategies
Annuities
Long-Term Care Expense Strategies
Growth
Prepare for retirement by putting your hard-earned assets to work.
How?
Wealth Management
Long-Term Growth Investments
Conservative Investments
Tax
Proactive planning to reduce and possibly eliminate income and estate taxes.
How?
IRA Legacy Planning
IRA/401(K) Rollovers
Life Insurance
Tax-Efficient Strategies
Income Tax Planning
Estate Tax Planning
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Income Tax Preparation
All investments are subject to risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Ready to Take the Next Step?
For more information about any of our products and services, schedule a phone call today or register to attend a workshop.
Or give us a call at 630.233.6060.