Welcome to Dowland Financial Services, Inc. We're glad you're here, and hope you find the information you're looking for.
This website was specifically designed to help you gain a better understanding of who we are and how we help our clients. It contains valuable and useful information including newsletters, financial calculators and quote requests all as tools to help you stay ahead of industry trends.
Please make yourself at home, and feel free to take as much time as you like to review the sections of the site that are important to you. If you have any questions, please call or e-mail us.
Newsletters
-
Separately Managed Accounts: Tax-Efficiency and Tailored for You
With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
-
Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
-
Midyear Checkup: Can You Contribute More to Your Retirement Plan?
With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
Calculators
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
-
Car Affordability
How much can you afford to pay for a car?