Dowell Financial Services, LLC
Our Services
Our Services
Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. We believe in a scientific approach to the process, taking time to thoroughly understand the client's current situation along with their long- and short-term goals. A plan is formed and implemented with the clients existing investments or perhaps new ones. We pride ourselves on serving multi generations of families and businesses with their financial needs
Our firm provides help in the financial areas below:
Fee-Based
Financial Planning
Personal Financial Planning
Business Financial Planning
Investment Management Planning
Retirement Distribution Planning
Estate Planning
Insurance
Life
Long-Term Care
Disability
Services Offered
Portfolio Management
Stock & Mutual Fund review
Asset Allocation Models
Portfolio Review
Financial Plans
Estate Planning
Retirement Planning
Insurance Analysis and Planning
Money and Cash Management
College Planning
Charitable Planning
Investments
Stocks, Bonds, Mutual Funds
Unit Investment Trusts
Annuities (Fixed and Variable)
401(k) plan
Money Purchase Plan
Profit Sharing Plan
Simple Employer Pension Plan - SEP
Simple,Traditional and Roth IRAs
Accounting & Taxes*
Bookkeeping and financial statements
Tax Planning
Tax return filing
*Neither Kovack Securities, Inc. (KSI) OR Kovack Advisors, Inc. (KAI) nor its Financial Professionals provide legal, tax or accounting advice. Persons who provide such advice do so in a capacity other than as a Financial Professional of KSI or KAI.
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Your Money, Your Plan!
When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.
