If you are looking to feel secure with your financial decisions, have confidence in your plan, and enhance your overall experience, then allow The Dow Group the opportunity to guide you down the right path. As lead Financial Advisor for The Dow Group, I believe that the personal service, customized planning, and attention to detail that we deliver is what many investors never knew they needed - because they may never have experienced it. I am committed to creating and implementing retirement plans that empower our clients to confidently achieve their goals. Our proprietary Standard of Care Process, along with our limited client base, enables us to really get to know you. We will help tie together all the elements of your plan, simplify your life, and create confidence in your financial future.In addition, we provide an array of Financial & Investment Planning Services to help ensure that all cornerstones of your financial well-being are addressed, remain current, and are aligned with your goals, including:• Investment Management• Retirement & Income Planning• Consolidation of Pensions & 401k Plan Options• Guidance through Milestones & Life Events• Healthcare & Social Security Decisions• Estate & Gifting Strategies• Education Planning • Longevity Planning• Sustainable InvestingWe’ll help you with the quality of decision making so that you can sit back and feel settled during your working and retirement years.My personal interests include health & nutrition, fitness, nature walking, and travel, including visits to Napa Valley Wine County. My philanthropic interests include The Make-a-Wish Foundation, The Red Cross, and several local animal shelters. I live in Elmhurst with my wife, 3 children and my goldendoodle.Let’s make that connection.
