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

Lease Payment

How much would your monthly lease payment be?

Required Minimum Distributions

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

LTCI Cost of Waiting

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

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Newsletters

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

More Newsletters →