Brian Bowen
- Role
- Financial Planner at Integrity Financial Planning, Inc
- Location
- Roanoke, VA, US
- LinkedIn followers
- 500 followers
About Brian Bowen
Guiding a client along the path to a sound financial future is like putting the pieces of…
Experience
Financial Planner
Integrity Financial Planning, Inc
Feb 2010 — Present
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.
Education
Exit Planning Institute
Certified Exit Planning Advisor CEPA®
Virginia State Securities Division
Registered Investment Advisor Series 65, Investments and Securities
Skills
- Life Insurance
- Fixed Annuities
- Term Life Insurance
- 401(K) Retirement Savings Plans
- Estate Planning
- Roth Ira
- Long-Term Care
- Iras
- Indexed Annuities
- Wealth Management
- Insurance
- Disability Insurance
- Financial Services
- College Education Planning
- Financial Planners
- Long Term Care Insurance
- Financial Advisory
- Mutual Funds
- Securities
- Investments
- Retirement
- Investment Management
- Asset Allocation
- 401k
- Finance
- Investment Strategies
- Retirement Planning
- Financial Planning
- Investment Advisory
- Universal Life
- Strategic Financial Planning
- College Savings Plans
- Critical Illness
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