Helping You Reach Your Retirement & Financial Goals, One Step At A Time.
The Fiduciary Oath
As a fiduciary financial planner it is my duty and responsibility to act with your best interest in mind, not my own.
How We Help You
The steps we take to help you succeed are centered around transparent education, strategic planning, and consistent action.
I share the same investment philosophies with you that Dave Ramsey teaches on the air everyday.
Short, simple, easy to understand videos about investing for your retirement.
Broker vs Fiduciary vs Hybrid Financial Advisor
In this post I'll be covering the very important difference between a Broker, Fiduciary, and...
401k Rollover Options
In this post I'll be covering your options when you leave an employer and what to do with your old...
Investment Review Options
In this post I'll be covering some issues to watch for when you are reviewing your investments....
I have been helping families in the Inland Empire/Orange County area on their financial planning and banking for the past 15 years. As a financial planner, my goal is to advise and educate my clients and their families about their overall financial picture. For example, helping with retirement planning, investments and college saving. It is my goal, through education and communication, to be my clients trusted advisor.
AREAS OF SERVICE
All written content on this site is for information purposes only. Opinions expressed herein are solely those of DFG, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Downie Financial Group
Branch office address:
26050 Acero, Mission Viejo, CA 92691
Areas of Service
Meeting locations available in the following cities: Anaheim, Brea, Cerritos, Costa Mesa, Irvine, La Palma, Newport Beach, Orange, Ontario, Riverside and San Bernardino
Downie Financial Group - All Rights Reserved