Brian Bowen, ChFC^®, CCPS, CLU^®
Integrity Financial Planning, Inc.

Financial Services

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?

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, you're working with an experienced team of investment professionals who have the strategies and tools for you to work toward growing your retirement assets.

We'll take a look at your cash flow and current investments and perform a budget analysis so you're aware of your overall financial picture. From there, we'll make an investment plan that makes sense for your portfolio.

You've been working your entire life toward retirement, but contributions can only go so far. You need a plan in place for your future. Integrity Financial Planning has the experience, strategies, and products to help you develop a plan that reflects your personal retirement goals. Since no one person is alike, we believe the same should go for their retirement plans. With products like annuities and retirement income strategies, we'll create a plan that works for you.

Creating a retirement plan for today is important, but equally as important is your legacy plan for the future. Without the proper plan in place, your assets could be managed by probate court with little to no input from your loved ones. At Integrity Financial Planning, we'll create a plan that allocates your assets to your loved ones, so you get the final say in your final wishes. Perhaps you'd like a portion of your legacy to go onto the causes and charities near and dear to you - we can help in that process as well.

At every net-worth level, creating a tax-minded portfolio is a must. At Integrity Financial Planning, we'll work alongside you to develop a strategy that helps minimize taxes and maximizes your portfolio.

Our in-house tax professionals will take a look at your specific needs and create a tailored plan that works for you and your financial goals. The best part about our in-house tax department is removing the search for another person to add into your retirement planning mix; we like to take a holistic approach to planning your retirement while reducing some extra work on your part.

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, you're working with an experienced team of investment professionals who have the strategies and tools for you to work toward growing your retirement assets.

We'll take a look at your cash flow and current investments and perform a budget analysis so you're aware of your overall financial picture. From there, we'll make an investment plan that makes sense for your portfolio.