Brian Bowen

Brian Bowen Email and Phone Number

CEPA® Certified Exit Planner Advisor-Founder of Integrity Financial Planning, Impact Tax Group @ Integrity Financial Planning, Inc.
Brian Bowen's Location
Roanoke, Virginia, United States, United States
Brian Bowen's Contact Details

Brian Bowen work email

Brian Bowen personal email

n/a
About Brian Bowen

Guiding a client along the path to a sound financial future is like putting the pieces of a puzzle together. The puzzle can’t be completed unless each piece fits correctly into its adjacent piece. So, too, with a client’s financial picture. Brian Bowen loves solving puzzles--the financial kind.As President of a Registered Investment advisor firm, Brian has a fiduciary obligation to work in the best interest of his clients - and only his clients. As an independent advisor and not part of a large corporate entity, Brian can select from hundreds of products and services that are the most beneficial for his clients’ needs. Brian has identified seven pieces of the financial puzzle. They include investment, retirement and estate planning, insurance, cash flow/budgeting, economic assistance to family and loved ones, and tax planning. None of these pieces by themselves completes one’s financial picture. They all influence each other and all must be considered if an advisor is to produce the most advantageous financial plan for his client. This is the puzzle that Brian loves solving.

Brian Bowen's Current Company Details
Integrity Financial Planning, Inc.

Integrity Financial Planning, Inc.

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CEPA® Certified Exit Planner Advisor-Founder of Integrity Financial Planning, Impact Tax Group
Brian Bowen Work Experience Details
  • Integrity Financial Planning, Inc.
    President
    Integrity Financial Planning, Inc. Feb 2010 - Present
    Roanoke, Va, Us
    View
  • Integrity Financial Planning, Inc.
    Financial Planner
    Integrity Financial Planning, Inc. Feb 2010 - Present
    Roanoke, Va, Us
    Integrity Financial Planning, Inc., an independent Registered Investment Advisor based in Roanoke, VA, helps clients grow their retirement assets and income. Our independence ensures a fiduciary duty to work in our clients’ best interests. As objective advisors, we select from a wide range of products and services that are appropriate for each client's situation.
    View
  • Impact Tax Group, Llc
    President
    Impact Tax Group, Llc Sep 2015 - Present
    An accountant can file your taxes for you each year, but can they plan your taxes to ensure the optimal long term outcome to minimize tax payments and best secure your financial future?At Impact Tax Group, we specialize in helping individuals and families like you strategically plan their own tax outcomes by looking at the full range of issues affecting your financial situation and bringing every option possible to the table. Our high level understanding of how taxes figure into your overall financial situation allows us to provide you with the best tax outcome the next time you file, and for years to come.
  • Retire With Integrity Radio Show
    Radio Talk Show Host
    Retire With Integrity Radio Show Feb 2016 - Present
    Each week, Brian & Brett teach listeners about the important financial topics of the day. Listen as Brian discusses how to help build a comprehensive retirement plan by gaining a deeper knowledge of retirement today. Let Retire with Integrity radio help you prepare your finances for tomorrow.
  • Farm Bureau Financial Services
    Financial Advisor
    Farm Bureau Financial Services Dec 2001 - 2007
    West Des Moines, Ia, Us
    View
  • Conseco Financial
    Financial Services Representative-
    Conseco Financial Nov 2000 - Dec 2001

Brian Bowen Skills

Retirement Financial Advisory Strategic Financial Planning Retirement Planning Financial Planning Insurance Finance Estate Planning Fixed Annuities Investments Financial Services Wealth Management Life Insurance Term Life Insurance Long Term Care Asset Allocation Iras Investment Advisory Disability Insurance Financial Planners Mutual Funds Investment Strategies 401k Roth Ira Critical Illness Securities Long Term Care Insurance Universal Life College Savings Plans Indexed Annuities College Education Planning Investment Management 401 Retirement Savings Plans

Brian Bowen Education Details

  • Exit Planning Institute
    Exit Planning Institute
    Certified Exit Planning Advisor Cepa®
  • Virginia State Securities Division
    Virginia State Securities Division
    Investments And Securities

Frequently Asked Questions about Brian Bowen

What company does Brian Bowen work for?

Brian Bowen works for Integrity Financial Planning, Inc.

What is Brian Bowen's role at the current company?

Brian Bowen's current role is CEPA® Certified Exit Planner Advisor-Founder of Integrity Financial Planning, Impact Tax Group.

What is Brian Bowen's email address?

Brian Bowen's email address is br****@****gva.com

What is Brian Bowen's direct phone number?

Brian Bowen's direct phone number is +154026*****

What schools did Brian Bowen attend?

Brian Bowen attended Exit Planning Institute, Virginia State Securities Division.

What skills is Brian Bowen known for?

Brian Bowen has skills like Retirement, Financial Advisory, Strategic Financial Planning, Retirement Planning, Financial Planning, Insurance, Finance, Estate Planning, Fixed Annuities, Investments, Financial Services, Wealth Management.

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