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.
We’ll get to know you, your current financial situation and go over the services we offer to help meet your needs.
Once we understand your goals, we’ll do a risk tolerance analysis and determine your retirement income needs based on your desired lifestyle.
Using data gathered from your analysis, we’ll build a comprehensive plan based on tax efficiency, income and long-term growth.
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:
Prepare for retirement by planning for income that is as safe and secure as possible.
Retirement Income Strategies
Asset Protection Strategies
Long-Term Care Expense Strategies
Prepare for retirement by putting your hard-earned assets to work.
Long-Term Growth Investments
Proactive planning to reduce and possibly eliminate income and estate taxes.
IRA Legacy Planning
Income Tax Planning
Estate Tax Planning
We can also refer you to professionals who provide the following services:
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.