What We Do
How We Can Help You
At Rowan Financial, we believe true financial success is about more than just accumulating money – it’s about creating a solid foundation for the life you are meant to live. Our comprehensive services help you build, protect, and grow your wealth. We guide you in optimizing your saving and spending habits and equip you with the skills to make informed decisions. Let us be your trusted partner on your journey to freedom and success. Please feel free to browse the list of services we offer and schedule an appointment with us to determine how we can help you take the next steps toward securing your financial future.
Building Wealth
We believe that building wealth is not just about accumulating money—it’s about creating a solid financial foundation for the life you are meant to live. While not everyone needs help in each area, our comprehensive approach includes three key pillars (The 3 I’s): Income Management, Investing, and Income Diversification.
- Income Management: We help you optimize your saving and spending habits through personalized budgeting, allowing you to increase your disposable income.
- Investing: Our experienced advisors guide you through the complexities of investing, helping you create a diversified portfolio tailored to your risk tolerance and financial goals.
- Income Diversification: In today's dynamic economic environment, relying on a single source of income can be risky. That's why we emphasize income diversification through real estate investments and side businesses.
Our advisors can help you navigate various real estate opportunities, from buying your first property, using your existing rentals to fund retirement or implementing advanced tax- and estate-planning strategies. Additionally, we offer guidance on turning your passions and skills into profitable side hustles, providing multiple income streams to enhance your financial security and accelerate your wealth-building journey
Protecting Wealth
At Rowan Financial, we understand that building wealth is only half the battle; protecting it is equally crucial. Our comprehensive wealth protection services are designed to safeguard your financial well-being through tax management, risk management, and trust and estate planning. Our tax management strategies aim to minimize liabilities and maximize savings, ensuring you retain more of your hard-earned money. In addition, our risk management services include a thorough assessment of your insurance coverage to identify and fill any gaps, protecting you from unforeseen events that could derail your financial plans.
Planning for the future is a critical component of wealth protection, and our trust and estate planning services help you preserve your legacy. We assist in creating wills, trusts, and other essential documents to ensure your assets are distributed according to your wishes. By working collaboratively with legal professionals, we ensure your estate plan is robust and tax-efficient.
Service Offerings
We offer a variety of planning, coaching and hourly packages that are tailored to match what you’re trying to create within your life.
Our Manage My Money plan pairs our traditional investment management service with comprehensive financial planning.
For those who are only looking for comprehensive financial planning services, we have packages tailored to your unique goals in life:- Real Estate Readiness Plan- for new and experienced real estate investors.- Retirement Readiness Plan – for people within 1-5 years of retirement- New Family Finances Plan – for couples with a new baby or thinking about starting a family.
Finally, we also offer coaching programs related to buying your first investment property and hourly planning services for those interested in more focused engagements.
Buying Your First Investment Property
21 Questions to Move from “Just Looking” to Making Offers!
