Western Equity Group, Inc.

Donald E. Rowell, JD, CFP®

 

WESTERN EQUITY GROUP, INC.

Wealth Management Solutions For Individuals, Families & The Small Business Owner

 
 
Achieving one's financial goals does not occur overnight. It requires planning, implementation of that plan, constant monitoring of the plan, and occasional adjustments. It is hard work. 
I have dedicated myself to assisting my clients in this long term process. Contact me today to discuss how I can assist you, your family or your business in achieving your specific financial goals. I have many years of experience and service as a trusted provider of personalized financial services to business owners, professionals, and affluent families.  
 
   
Professional Services
· Fee Based Investment Advisory Services
· Financial Planning
· Insurance Planning
· Divorce Financial Planning, including QDRO preparation services 
· Estate Planning
· Retirement Planning
· Employer Sponsored Retirement Plans  (401(k), 403(b), 457, SIMPLE, SEP Plans)
· Small Business Planning (Employee benefits, Business succession planning)   
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Car Affordability

How much can you afford to pay for a car?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Newsletters

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

More Newsletters →