We want to empower our clients and our community to participate in a confident financial future. With this goal in mind, we are creating a company culture that values communication, camaraderie, perspective, and technology. When it comes to technology, we seek tools to help education and collaborate with our clients.
We know that knowledge is power. We want our clients to be knowledgeable and confident. Our unique TRUST assessment is designed to help you (and us) quickly identify how you can save money, reach your goals, and gain confidence in your financial plan.
TRUST assessments are completed online, for free. The assessment will gather the information needed to understand your goals and identify how we can help you reach them. The TRUST assessment is an easy process:
Our ultimate goal is to help you reach your financial and/or business goals by focusing on the issues that really matter.
Take the first step now and experience what makes Downing & Corzatt, LLC unique.
The process is very simple:
Business Improvement – Budgeting, Financial Management, Systems & Procedures
Accounting – Cash Flow, Data Entry, KPI Monitoring, Ratios & Trends
Succession Planning – Contingency, Estate Planning, Systems & Processes
Financial Planning – Estate Planning, Retirement Planning, Taxation
Enjoy the TRUST experience!