... However, Downing Street believes that a well-managed investment portfolio should never shrink to the point where delaying retirement significantly needs to be contemplated.
We formally meet three times ...
Comprehensive Wealth Management
Our dynamic approach is based around your goals, dreams and family mission. Our process is thorough, comprehensive and built for you.
A distinctive approach, backed ...
... clients on their Financial and Estate planning needs, Mike oversees the Income and Growth Portfolios for BKWM.
Mike is 52 years old, lives in Frisco, and enjoys spending time with his two children, ...
... to act in the best interests of our clients at all times. We are registered with the Securities and Exchange Commission.
Fiduciary
A fiduciary is a professional entrusted to manage assets or wealth ...
... personal and financial goals, understand your time frame for results and discuss, if relevant, how you feel about risk. The financial planner should gather all the necessary documents before giving you ...
... about workers needing to delay retirement. The good news: The couple came to Downing Street five years from their expected retirement date—leaving plenty of time to properly prepare.
The plan:
Downing ...
... your plan into effect, Downing Street draws from its broad expertise: We employ a responsible, time-tested approach to investing your assets. We advise you on the best way to insure all that is most important ...
... trying to time the market.
Many individual investors make investment decisions based on impulse and emotion—often with unfortunate results. At Downing Street, we help provide the discipline that enables ...