Downey Financial Group
Do you have a clear, understandable PLAN to achieve your financial goals? OR do you just have a bunch of investments in various places trying to “make money”…
Recognizing challenges like this faced today by retirees and those on the threshold of retirement, Ed Downey founded Downey Financial Group. Located in Bartlett, Illinois, the firm has been helping people in Chicagoland for over 15 years. Creating a PLAN that includes long term savings concepts, tax reduction, and preservation of wealth through sound financial strategies have been core beliefs for Ed since the start of his Financial Services career in 1992. To date his efforts protect hundreds of families from over taxation and loss of wealth..
Our focus is to help you make smart decisions with your money. Many clients realize that the smartest decisions they make in life are the ones that are directly in line with achieving what is truly important to them – their GOALS. Many of Downey Financial Group’s Client’s comment: “Finally, I have a financial advisor that has taken the time to explore my GOALS in life, and the values they are based on… and then put custom planning together to achieve them.”
At our firm we help our clients try to avoid unnecessary risk with their retirement assets. We want to help you to protect your hard-earned retirement assets in today’s volatile market conditions and help you enjoy the fruits of your working years. In Ed’s own words: “Most of the new clients I meet are going to be OK in retirement, as long as they don’t lose a bunch of money”… As simple as that quote sounds, we find a lot of financial professionals don’t understand it. Also, we will look ahead to help protect you from the unexpected – the emergencies that all our families face. Our goal is for you to not worry about your money, so you can enjoy your retirement years and start doing what is important to you.
One of the reasons Downey Financial Group has helped so many clients form a solid PLAN is our “team” approach. Each client has access to and input from not only their TRUSTED ADVISOR, but also:
- Best in class CPA tax professionals*
- Best in class Financial Advisors*
- Best in class Attorneys in multiple areas of expertise – Legal, Estate, Medicaid Planning, and Business Planning*
- Best in class Insurance Professionals in multiple areas of expertise*
Ed says: “There are over 135 individual things that a client needs to consider to truly have their financial house in order… how could any one person truly be a BEST IN CLASS expert in all of them?” It takes a team approach to fully serve a client. It is Ed’s 15+ years of experience in the financial services industry combined with his team of Best in Class Professionals that makes the firm so effective.
We strive for the “Ultimate Client Experience” with our demand for concierge level client service. Ed has included Financial Planning, Tax Planning, Tax Preparation, and Legal Services all in one place, all under one roof. Our clients know that they can consult with their financial advisor in one suite, have their taxes done in another suite, and discuss a Will or Trust with a house attorney in another suite. It is our belief that these services need to be working closely together to help our clients achieve their goals.
We will take the time to help you discover your individual goals and needs, and then help you develop a PLAN to achieve them.
*Legal services, Tax Preparation/CPA services, and Specialized Insurance services are all offered through independent licensed professionals.