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Holistic Financial Solutions that Grow With You

Guiding professionals to secure their dream retirement with resilient financial strategies.


I take my time understanding what matters most in the world to you, what your current financial trajectory is and what risk factors threaten your financial goals. My job is to understand your values and to align your financial decisions with your values, helping you achieve the life and legacy you envision.

My holistic approach to financial strategies helps ensure your assets are protected and growing with flexibility and resiliency to endure any personal or market events. To do better, we must know better.

I take an educational approach to advising because I want you to understand the ‘why’ behind my recommendations. My clients are empowered not only by financial products but by knowledge as well. If my approach makes sense to you, then let’s start the conversation.

Wealth has a Plan.



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.​