Integrity Financial Planning, Inc., an Independent Registered Investment Advisor based in
Roanoke, VA, helps clients protect their retirement assets and finds creative strategies to
increase your income. Our fiduciary duty helps to ensure that we are working with our clients
best interests at heart. As independent financial advisors, we have the ability to select from a
wide range of products and services that may be appropriate for each client's situation.
Our philosophy is to get to know you first. Then, together, we develop a plan to reach your stated financial goals. The plan drives the investment strategy and how we address your retirement needs. We place emphasis on helping preserve retirement assets and creating the income you need in retirement.
|Firm Start Year:||2010|
|States Licensed in:||VA|
|I work with the following types of clients:||Businesses, Investment Clubs, Individual Investors, Non-Profit Organizations|
|Advisory Services Provided:||Portfolio Management, Investment Advice & Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Retirement Planning, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Financial Advice & Consulting|
|I can meet clients in the following ways:||Video Conference, Via Phone, At my office, Via Email, Our Offices|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Long Term Care, Variable Life, Disability, Variable Annuity, Life, Annuity, Health|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Brian Bowen is registered as an Investment Advisor Representative and is the President of Integrity Financial Planning, Inc., a Registered Investment Advisor in the State of Virginia. He educates radio listeners on 'Retire with Integrity' on Saturday mornings at 10 a.m. on WFIR 960AM/107.3FM, has been featured on WSLS-TV's 'Wealth Wednesday', and contributes articles to CNNMoney, Money and Fortune.
Brian's mission is to help his clients achieve their goals by providing them with objective, personal financial advice specific to their situation. The perspective and experience he gained in his early financial services career with Morgan Stanley Dean Witter, Conseco Finance, and Farm Bureau Financial Services led him to search for a better way to deliver unbiased, comprehensive planning that considers the interdependent mix of financial strategies, tax planning, estate planning, retirement planning, and risk management. Brian believes no financial decision should be made in a vacuum without considering all of these variables and their impact on each other.
Brian lives in the Roanoke, VA area with his wife, Sheri, and their 6 children.
Financial Advice & Consulting
We can help you address: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk management analysis We also can help answer your questions, including: Can I retire early? Are my investments working hard enough? What's a good approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Your Partner for Success During these volatile times, it can be difficult for individuals and business owners to feel at ease with concerns like these: Do you lack a well-coordinated retirement plan to navigate through volatile markets and an uncertain economy?
Financial Planning for Individuals
Are you frustrated by a stream of hot investment ideas that never seem to pay off? Are you wondering if you can create the retirement income you need in today's low-interest-rate environment? Our goal is to work with you to develop a proactive and effective retirement plan that preserves your capital. We help you create a retirement strategy that allows you to retire when you want and how you want. In turn, you have a trusted advisor who is looking out for your best interests. With Integrity Financial, you can expect to receive the following: Better retirement and investing decisions versus emotional and short-sighted ones Independent advice based on financial planning principles ,not products An approach to retirement and retirement income planning that is comprehensive and holistic. At Integrity Financial Planning, we strive to use our experience, skill, and thorough understanding of your needs to build a portfolio that has the highest likelihood of helping you face these challenges with success.
When preparing for retirement, investments are a huge subject for many. With the waning of pensions and Social Security only providing so much, diversifying your assets is an important part of your retirement plan. When you work with Integrity Financial Planning, youre working with an experienced team of investment professionals who have the strategies and tools for you to work toward growing your retirement assets. Well take a look at your cash flow and current investments and perform a budget analysis so youre aware of your overall financial picture. From there, well make an investment plan that makes sense for your portfolio.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Bent Mountain||Blue Ridge|