Our Firm

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Our firm is committed to helping you pursue your long-term financial goals. As a financial professional I specialize in retirement planning and estate conservation, I can help you answer the questions you may have about your financial future, such as:

Will I be able to retire early?

  • How much money will I need in order to retire?

  • How can I get the most out of my 401(k)?

  • Should I have a traditional IRA or a Roth IRA?

  • How can I position my investments for higher potential returns while reducing risk?

  • How can I "inflation-proof" my investment income?

  • Do I need disability income insurance? Long-term care insurance?

  • How can I ensure that my children receive as much as possible from my estate?

  • What do I need to know about wills, trusts, and probate?*

Disclosure

Roselyn Spaan is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, CA (CA Insurance License #4137030), FL, GA, IA, IN, LA, MI, NC, OK, SC, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Roselyn Spaan is licensed and authorized to offer insurance in California, but DOWELL FINANCIAL GROUP, INC. may not be. For additional information on California licensure status, please click here.

Roselyn Spaan is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 27154a Pollard Rd, Daphne, AL, 36526, 251-321-5499. In this regard, this communication is strictly intended for individuals residing in the states of AL, CA, FL, GA, MI, NC, OK, SC, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Roselyn Spaan is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, CA, FL, GA, MI, NC, OK, and SC. As such, these services are strictly intended for individuals residing in the states referenced.

DOWELL FINANCIAL GROUP, INC. is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither DOWELL FINANCIAL GROUP, INC. nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

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