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Aspen Financial Management Building Client Trust and Confidence, Our Mission

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Building Client Trust and Confidence. Stock Quotes DJIA NASDAQ S&P 500. At Aspen Financial Management, we treat our clients with courtesy and integrity. We provide realistic, honest financial advice that achieves results. We will lead you on a course to financial freedom. Our years of experience and notable expertise ensure that your financial future is in good hands. We provide what the best brokerage firms can't! The answer was found in the way the client pays for investment services. Instead of pa...

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Retirement Planning

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Fee Only Financial Planning. Open Your Door to a Brighter Financial Future. Retirement: For most of us, it's the biggest single financial goal and the one that requires the most funding by far. Yet with corporate pensions disappearing and Social Security on shaky ground, the onus of preparing for retirement is increasingly shifting to individuals. The responsibility can be daunting. Indeed, an estimated 99% of Americans are not adequately prepared for retirement. Downing Street: Here to Help. Not all fin...

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Tax Planning

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Fee Only Financial Planning. Open Your Door to a Brighter Financial Future. Taxes are likely the largest expense that you pay each year, yet the typical financial planner offers relatively little advice on this critical subject. The Downing Street Edge. We are not the typical financial planning firm. Part of the reason is that we place a large emphasis on taxes coupled with a level of expertise rarely found in the industry. Retirement Planning and Investment Management. Powered by AdvisorFlex 2.0.

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Why Downing Street?

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Fee Only Financial Planning. Open Your Door to a Brighter Financial Future. Always on your side. Downing Street's goals are simple: To help you realize your life goal by providing unbiased advice that is customized to meet your personal situation. To do that, we draw on two decades of experience and a broad expertise in planning, investing and managing risk. We not only look at ROI but also return on life events, your life. Built around your best interests. Eliminates conflicts of interest.

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Turning Goals Into Realities

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Fee Only Financial Planning. Open Your Door to a Brighter Financial Future. Turning Goals Into Realities. It’s About Your Goals, Not Ours. Many firms earn their money by selling you products. At Downing Street, we only sell advice never products. Because we don’t benefit financially from steering you to one product rather than another, we are free to recommend the investments, insurance and other solutions that you truly need and that are truly the best for your individual situation. Our job is never to ...

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Frequently Asked Questions

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Fee Only Financial Planning. Open Your Door to a Brighter Financial Future. Read through the questions and answers by clicking on each of the questions below. What’s the minimum amount of money required to be your client? Downing Street Wealth Management clients must have $200,000 or more available to invest. What fee do you charge? Our fees for a continuing advisory relationship are 1% of the your asset total per year. Our fee for hourly advice is $150 per hour. What do I get for my ongoing fee? Protect...

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Comprehensive Financial Planning

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Fee Only Financial Planning. Open Your Door to a Brighter Financial Future. Downing Street Wealth Management prides itself on providing a comprehensive approach that always puts clients' interests first. Listening carefully to your goals and understanding your financial situation, we create a clear roadmap to your financial future. The Right Building Blocks. When it comes to putting your plan into effect, Downing Street draws from its broad expertise: We employ a responsible, time-tested approach to inve...

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Asset Management

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Fee Only Financial Planning. Open Your Door to a Brighter Financial Future. Investing wisely is a key part of executing your financial plan. At Downing Street, we use our expertise to implement your asset management plan and continually monitor your investments. We are long-term, buy-and-hold investors. Numerous studies have shown that for most investors, buying and holding investments over longer periods provides better returns than trying to time the market. Rebalancing to Stay on Track. Securities off...

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Our Process

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Fee Only Financial Planning. Open Your Door to a Brighter Financial Future. Downing Street Wealth Management adheres to the financial planning process created by the Certified Financial Planner Board of Standards. The process has six elements:. Ask about our Tax Planning Blueprint. 1 Establishing and defining the client-planner relationship. 2 Gathering client data, including goals. The financial planner should ask for information about your financial situation. You and the planner should mutually de...