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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

IRA Eligibility

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Newsletters

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

Beat the Big Three What Ifs

Taxes, inflation, and medical costs — among other factors — could have an unanticipated effect on your retirement. There may be little you can do to combat them once you are no longer working.

Charity That Pays

By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

More Newsletters →