Our Approach

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We take a Holistic Approach to financial strategies.

  • Protecting the things of most value to you (Family, Business, Income, Security)

  • Growing and optimally positioning assets to meet current and future needs

  • Preserving wealth, guaranteeing legacy, and ensuring financial longevity


Step 1: Identify Your Needs – Every person’s situation and objectives are unique. There is no cookie cutter solution to your family’s financial health. So first we must discover, where you are, where you want to go and only then can we recommend the most fitting financial solutions to meet your needs. What is the current state of your financial health?

Step 2: Develop a Plan – Using the information you give us along with deep understanding of financial markets, risk management, and comprehensive financial analysis, I can design a financial strategy to most efficiently achieve your financial objectives.

Step 3: Implement the Plan – I work closely with you and other third-party professionals in our trusted network to ensure the strategic implementation of you financial solutions and the greatest benefit to you as our client.

Step 4: Check-Up - Just like a doctor meets with you for a regular check-up, I conduct regular Financial Wellness Reviews with you. Life changes constantly, whether it is by changes in your family or in the economy, I want to ensure that your financial strategies adapt to always fit your unique situation.

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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