Joe Downs, CFP® and John Cunningham, CFP®

​“Give a man a fish and you feed him for a day.
Teach a man to fish and you
feed him for a lifetime.”
– Anne Isabella Thackeray Ritchie

“You can have everything in
life you want
​ if you just help enough other
people get what they want.” – Zig Ziglar

The above axioms epitomize the firm's passion​ for providing financial guidance ​to middle income families and business owners.

Set Financial Goals
Make a Plan
Manage Your Money
Achieve Financial Success