Kenneth Downer (CFP®, CPA)

Kenneth Downer focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs

Planning Specialties

Focusing only on investing is like a business that focuses only on sales. When the economy is bad, the business will fail. Had the business focused on its overall financial health, including cash-flow, risk management, and long-term planning, the business could have withstood the dip in sales. Your financial plan is the same way. By focusing on your total financial picture, you provide a solid base of savings, debt management, risk management (insurance), and timing of cash flows so that you are not totally at the mercy of the markets ups and downs. We help you see and understand the big picture, and take steps to get you to where you want to go.

NAPFA Start Date

September 10, 2002


This Office

15 Loop Rd Ste 105 Arden, NC 28704-9225 Phone: (828) 654-9343 Fax: (828) 654-9347