Clients

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  • Home
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Who are my clients?

​My clients come from all walks of life; from university students to retirees. However, I specialize in working with business owners who are looking for ways to protect and grow their businesses and their families. My other area of specialization is retirees. I especially enjoy helping seniors optimize their retirement plans to ensure effective taxation / estate planning strategies and safeguard their incomes in order to make sure that they do not outlive their money.

Thank you for visiting!
I would love to chat with you soon!

  TARA DOWNS, FINANCIAL SECURITY ADVISOR
  • Home
  • About Me
  • What I Do
  • Clients
    • Entrepreneurs, Businesses and Associations
  • Testimonials
  • Community
  • Blog
  • Contact
  • Book a Meeting
  • Home
  • About Me
  • What I Do
  • Clients
    • Entrepreneurs, Businesses and Associations
  • Testimonials
  • Community
  • Blog
  • Contact
  • Book a Meeting