My Services
Making your financial vision a reality takes hours of dedicated study, diligent research and unwavering commitment. My focus is on helping you develop and examine your life goals, analyze possible risks and help you stay on course to the ultimate vision of your personal financial future. I bring the strength and stability that comes from years of service as a trusted provider of personalized financial services to executives, professionals, and affluent families. The guiding principles of honesty, integrity, expertise and results have served our clients well and enabled me to maintain long-term client relationships.
Professional Services
- Investment Advisory Services
- Asset Allocation
- Financial Planning
- Insurance Planning
- Divorce Financial Planning, including QDROs
- College Funding Planning
- Estate Planning
- Retirement Planning
- Small Business Planning ( Employees benefits, Business succession planning, Deferred Compensation Planning)
Financial Planning & Advisory services offered through Western Equity Group, Inc. Donald E. Rowell, Investment Advisor Representative.
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