Whether considering home, health, giving, work, leisure, or retirement you have goals that are important to you. The value you place on these life priorities may lend itself to a desire to work with a team of professionals that understand your concerns and aspirations, and are capable of using this understanding to thoughtfully align your portfolio with the objectives that matter most to you. You may be thinking about a new approach to your finances – one based on your priorities which connects you with the advice, guidance and care you deserve along the way. The Downing Group can assist you and your family along this path, providing the resources and infrastructure necessary to create a disciplined wealth management plan.
Whether working closely with you on your retirement income goals, assisting you with cash flow management or advising on investment management strategy, the purpose of our relationship with you is always the same: to help you and your family achieve your lifestyle and corresponding financial goals.
Over the years you learn a lot about what it means to help clients. One of the most important lessons is providing you and your family with the service you desire and the care you deserve. Our philosophy is to never forget that good financial management is very personal, and that it starts and ends with you and your objectives in mind.
Inevitably there will be questions and worries that come up over the years, whether it's navigating challenging markets, dealing with unexpected life events, and everything in between. A strong wealth planning process helps provide valuable context around complicated financial decisions and enables you to approach these items in a rational and well informed way.
CFP®, CIMA®, CPFA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
