Our Services

Retirement planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Tax management

Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk management

Reviewing existing insurance policies and investment accounts. Recommending changes when appropriate. Finding the best possible solution for your unique situation.

Education funding

Recommending investment and accumulation strategies to help you pay for your children's education.

Investment Strategy

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

Employee and executive benefits

Helping your business attract and retain qualified employees through benefit packages.

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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