Kenneth Downer (CFP®, CPA)
Kenneth Downer focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Cash Flow/Budgets/Credit Issues
- Investment Advice with Ongoing Management
- Middle Income Client Needs
Planning Specialties
Focusing only on investing is like a business that focuses only on sales. When the economy is bad, the business will fail. Had the business focused on its overall financial health, including cash-flow, risk management, and long-term planning, the business could have withstood the dip in sales. Your financial plan is the same way. By focusing on your total financial picture, you provide a solid base of savings, debt management, risk management (insurance), and timing of cash flows so that you are not totally at the mercy of the markets ups and downs. We help you see and understand the big picture, and take steps to get you to where you want to go.
NAPFA Start Date
September 10, 2002
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.