Understanding Today's Financial Environment
Welcome, I'm Doug Rowan, a financial consultant in Whittier, CA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (562) 945-7787.
Helpful Content
6 Smart Money Habits for Building Long-Term Wealth
Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
6 Smart Wealth-Building Money Habits to Start Early
Learn 6 smart money habits that can help you save more, spend wisely, and start building wealth now.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
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What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
When Markets React
When markets shift, experienced investors stick to their strategy.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.