Helping you reach your retirement and financial goals, one step at a time.
“As your financial planner I stand by the Fiduciary Oath”
The Fiduciary Oath…
The Steps We Take To Help You Succeed Financially
1. Transparent EducationFirst…to remove any confusion you have about investments, so you have a clear understanding of why investing is an essential step towards financial freedom.
2. Strategic PlanningSecond…to create a custom strategic “easy to understand” plan that best suits the needs and long term goals for you and your families financial future.
3. Consistent ActionThird…to encourage you to take consistent action to achieve the financial goals we have created together. Without action, nothing happens.
Why Work With A SmartVestor Pro?
We are committed to educating and empowering you to help you achieve your investing goals.
Client First Mentality
SmartVestor Pros don’t just offer a single company’s investment choices; they can shop around to help you reach your goals.
Long Term FocusLike Dave, SmartVestor Pros believe that eliminating debt and investing for the long term is the ideal way to build wealth and prepare for retirement. No account is too small to get started.
BRANCH ADDRESS26050 Acero, Mission Viejo, CA 92691
Meeting locations available in the following cities: Anaheim, Brea, Cerritos, Costa Mesa, Irvine, La Palma, Newport Beach, Orange, Ontario, Riverside and San Bernardino”
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Investments in securities involve risk, including the potential loss of principal invested.
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Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program.
Registered Representative may only discuss/and or transact securities business with residents of the following states: CA, IL, KY, NE, NM, OH, TX
Downie Financial Group Clifford Downie, Financial Planner
Branch office phone # 951-708-6774 or 714-815-7257
Branch office address: 26050 Acero, Mission Viejo, CA 92691 Email: firstname.lastname@example.org