Tax Planning

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.

The Tax Advantage

Unlike most financial planners, Downing Street founder Bob Morrison is also a Certified Public Accountant. That expertise allows him to provide tax guidance that can significantly impact your

  • Retirement Planning and Investment Management
  • Estate Planning
  • How & When to Draw Social Security & Its Tax Impact
  • Charitable Giving
  • Structuring Insurance if Needed to Minimize the Liability

No financial plan is complete without expert tax planning. At Downing Street, tax planning is part of a comprehensive set of services that we believe few can match.

Why Choose Us

Not all financial planning firms are created equal.

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What We do

A comprehensive approach, putting your interests first.

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Who We Serve

Pre-retirees, Retirees, Women in Transition

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