Everyone’s financial needs are different, and no financial plan is the same. Our approach is to listen to your financial priorities and concerns, and focus our work on what you want accomplished. While our clients are varied, we specialize in serving four kinds of clients. We have tailored financial planning packages designed to fulfill the needs of each group. Click a client group below where you identify most.
Focused Financial Planning
At CameronDowning, we understand that clients nearing retirement have different financial priorities than young professionals in the first half of a promising career. We are also keenly aware that first responders, specifically law enforcement and fire fighters, are often in a unique position to retire early and need sound advice to take control of their financial lives. In addition, municipal, state, and federal employees such as public university faculty and staff, public school teachers and administrators, employees of our cities and counties, U.S. military members, and those working in the U.S. federal system need focused financial planning advice that addresses their unique goals and concerns.