Welcome to my home on the web!
My financial advisory practice services private clients in both English and Spanish. I provide clients with professional holistic planning in order to ensure they can continue to grow and preserve their wealth, while preventing tax erosion to better protect themselves and their families.
**COVID-19 update**
Please note, I am still open for business and happy to help you with your short- and long-term financial planning needs; however, while I am open for business, it is not business as usual. For the foreseeable future, I will be conducting all meetings remotely via phone and/or video calls. Please feel free to reach out with any questions or concerns you may have in these difficult times!
**COVID-19 update**
Please note, I am still open for business and happy to help you with your short- and long-term financial planning needs; however, while I am open for business, it is not business as usual. For the foreseeable future, I will be conducting all meetings remotely via phone and/or video calls. Please feel free to reach out with any questions or concerns you may have in these difficult times!
"Trusting in Tara Downs as an investment representative has lead to a lot fewer sleepless nights"
- Ms. Carolyn Filice
(English Teacher)