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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Newsletters

Where Will You Roll?

An IRA is not really an investment in itself, but rather a special type of account that can be invested in thousands of ways.

What's Next for IPOs?

Only 10 companies went public on U.S. stock exchanges in the first quarter of 2008. Even if you never participate in an initial public offering, the IPO market can reveal a wealth of clues about the financial climate at home and abroad.

For Income, Pick Up This Split

A split-annuity strategy can help you begin receiving an income stream that has the potential to last well into the future.

Get Schooled on Saving for College

One way to be prepared for the possibility that the tab for higher education may be higher than expected is to own take advantage of the tax benefits of 529 plans.

More Newsletters →