Semi Retired
Self-Employed
AeroLeads people directory · profile
James B. Cowan, Clu Chfc Cbec Email & Phone Number
Semi Retired
at
Self-employed
1 work email found
@rivercrosspartners.com
LinkedIn matched
✓ Verified August 2026
4 data sources
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Who is James B. Cowan, Clu Chfc Cbec? Overview
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James B. Cowan, Clu Chfc Cbec is listed as Semi Retired at Self-employed, based in Midlothian, Virginia, United States. AeroLeads shows a work email signal at rivercrosspartners.com and a matched LinkedIn profile for James B. Cowan, Clu Chfc Cbec.
James B. Cowan, Clu Chfc Cbec previously worked as Advocate of Strategies in Exit/Succession/Transition Planning for Family & Private Business Owners at Business Owner Exit Strategies and Advisor Representative at Lincoln Financial Network. James B. Cowan, Clu Chfc Cbec holds B.A., Majored In English; Minor, Military Science; Sociology from University Of Richmond.
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*@rivercrosspartners.com
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AeroLeads found 1 current-domain work email signal for James B. Cowan, Clu Chfc Cbec. Compare company email patterns before reaching out.
Profile bio
About James B. Cowan, Clu Chfc Cbec
I advise owners of family-owned and privately-held businesses to develop strategies to benefit them and unlock the value of the company they have created. It's about creating their plan for their eventual exit or transition from their business, regardless of timing or circumstances. Exit planning is not about selling the business; it's about having a WRITTEN PROCESS for reaching your personal and financial goals, and protecting your wealth. An owner cannot start too soon - but can start too late - to plan for their exit from the day to day management of their business. Much of the strategies and tools for exit planning are also used in Growth Planning-the process of INCREASING the of the business TODAY, not just in the future.I understand the challenge owners have of making time to plan; having started two businesses and then walking away from them - WITHOUT receiving the value I helped create - you do not want that to happen to you. I bring experience, not just theory, to my client relationships. My affiliation with LFA (and BII - Business Intelligence Institute*) provides me with the resources and talent of a Fortune 200 company to help clients in the best ways possible, so they know the ideas & strategies are not limited to just one person. I have the passion needed to help clients bring their plan together. Remember: if you thought getting INTO business was hard, wait until you try getting out!Phone: 804-726-6011* BII is a Lincoln Financial Advisors initiative focusing on business succession strategies.
Listed skills include Coordination Skills With Other Advisors, Public Speaking, Insurance, Retirement Planning, and 18 others.
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3 roles
James B. Cowan, Clu Chfc Cbec work experience
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Advocate Of Strategies In Exit/Succession/Transition Planning For Family & Private Business Owners
Business Owner Exit Strategies
Business Owner Exit Strategies** was formed to educate and promote awareness for owners of privately-held and family-owned businesses of the need for having a strategic exit planning process. We believe that small businesses are the economic backbone of every community where they exist, especially for the employees and their families.Our vision is that every owner has a planned strategy for how and when they will one day transition from their business. Phone: 804-726-6011 email: James.Cowan@LFG.com**Business Owner Exit Strategies is a separate entity and is not affiliated with Lincoln Financial Advisors.
Advisor Representative
I provide fee-based advice and planning for business owners and individuals in the area of succession and exit planning. I am a member of the Business Intelligence Institute (BII), a consortium of advisors, firms, and planners, totally dedicated to the field of exit planning. Only 80 of the 8,000 LFA are members, by invitation only. James.Cowan@LFG.com**James Cowan is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Licensed in FL, UT, and VA.CRN-4331385-021622
3 education records
James B. Cowan, Clu Chfc Cbec education
B.A., Majored In English; Minor, Military Science; Sociology
Chartered Life Underwriter (Clu), Risk Management
The American College
Chartered Financial Consultant (Chfc), Financial And Business Owner Planning
FAQ
Frequently asked questions about James B. Cowan, Clu Chfc Cbec
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What company does James B. Cowan, Clu Chfc Cbec work for?
James B. Cowan, Clu Chfc Cbec works for Self-employed.
What is James B. Cowan, Clu Chfc Cbec's role at Self-employed?
James B. Cowan, Clu Chfc Cbec is listed as Semi Retired at Self-employed.
What is James B. Cowan, Clu Chfc Cbec's email address?
AeroLeads has found 1 work email signal at @rivercrosspartners.com for James B. Cowan, Clu Chfc Cbec at Self-employed.
Where is James B. Cowan, Clu Chfc Cbec based?
James B. Cowan, Clu Chfc Cbec is based in Midlothian, Virginia, United States while working with Self-employed.
What companies has James B. Cowan, Clu Chfc Cbec worked for?
James B. Cowan, Clu Chfc Cbec has worked for Self-Employed, Business Owner Exit Strategies, and Lincoln Financial Network.
How can I contact James B. Cowan, Clu Chfc Cbec?
You can use AeroLeads to view verified contact signals for James B. Cowan, Clu Chfc Cbec at Self-employed, including work email, phone, and LinkedIn data when available.
What schools did James B. Cowan, Clu Chfc Cbec attend?
James B. Cowan, Clu Chfc Cbec holds B.A., Majored In English; Minor, Military Science; Sociology from University Of Richmond.
What skills is James B. Cowan, Clu Chfc Cbec known for?
James B. Cowan, Clu Chfc Cbec is listed with skills including Coordination Skills With Other Advisors, Public Speaking, Insurance, Retirement Planning, Over 25 Years Of Working With Business Owners, Investments, Expertise In Identifying Planning Gaps And Filling In The Holes, and Finance.
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