Retirement Planning Specialist Our Mission is to help our clients plan for and achieve their financial and life goals by providing sound educated advice, a 1st class customer experience, and quality products. Our Clients always come first.
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David L. Downs, CFP® ChFC CLU |
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Calculators
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
This calculator can help you estimate your annual federal income tax liability.
Use this calculator to determine whether you qualify for the different types of IRAs.
Contact Info
Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
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