Retire With Integrity

Our fiduciary duty ensures that we always have our clients’ best interests at heart

ABOUT US

INTEGRITY

FINANCIAL PLANNING

Integrity Financial Planning, Inc., an independent registered investment advisor based in Roanoke, Virginia, helps protect the assets you’ve worked hard to build. We develop strategies specifically tailored to you to help increase income and safeguard wealth. Our fiduciary duty ensures that we work with our clients’ best interests at heart. As independent financial advisors, we can select from a wide range of products and services, utilizing them in the client’s best interest according to their unique situation. You’ve worked hard to reach a comfortable retirement and we understand that a one-size-fits-all approach doesn’t work when it comes to working with high-net-worth individuals and protecting what you’ve built. We customize plans for each client to ensure it meets their needs and accommodates their risk tolerance

RETIRE WITH INTEGRITY TODAY!

OUR FOUR PILLARS OF

INTEGRITY

Click on a pillar to learn more about each step of our process!

The thrill of retirement can be exciting for some and daunting for others. It is important to keep in mind that retirement is not the end, but a new beginning.

Our Four Pillar process has helped hundreds of families and individuals retire with integrity and feel confident in their financial future.

STEP 1: DISCOVERY

We start with a set of questions that will help us gain a deep understanding of who you are and what is important to you. When we have a holistic sense of your goals, we’re one step closer to helping you achieve them.

STEP 2: PLANNING

After understanding your goals, we help design comprehensive retirement strategies to fit your lifestyle and goals. We plan in lockstep with the rest of your asset strategy, considering how each component impacts other concerns including taxation, opportunity cost, and risk tolerance.

STEP 3: IMPLEMENTATION

At this stage, we begin executing the plan we’ve built together to meet your future retirement goals. This may include organizing your finances, making any workplace benefit adjustments, adopting an investment strategy, and making strategic tax decisions.

STEP 4: ONGOING OPTIMIZATION

When changes to your plans or the financial landscape occur, our team stays vigilant to make sure your finances continue to meet your goals. We conduct constant monitoring and can integrate changes to your plan to help ensure that your finances continue to meet your needs.

Meet The Integrity Team

Brian W. Bowen, CEPA

President
Integrity Financial Planning, Inc.
Impact Tax Group, LLC

Brian Bowen has been in the financial planning world for over 20 years. Brian’s financial career began in 1999, working for corporate financial firms. During this time, he learned how to develop creative solutions for income creation, growth, and the protection of retirement assets. Brian quickly realized he wanted to move away from product-based firms and the limited options they provided for his clients. Instead, Brian offers comprehensive solutions, tailored to the individual client, which led him to founding Integrity Financial Planning and Impact Tax Group, LLC.

Brian is one of the few wealth managers in the Roanoke area that obtains the Certified Exit Planning Advisor (CEPA) which is a unique credential that allows professional advisors to deeply engage with business owners to help them plan every aspect of their personal financials. Whether they are looking to sell or transition out of the business, Brian is an advisor that is on your team that possesses the CEPA designation to build a more valuable company, align your financial goals and create a solid personal plan that can assist in a confident transition into a successful retirement.

He is also host of his popular radio show, “Retire with Integrity” where he coaches listeners about important financial topics, how to build a comprehensive retirement plan, and helps prepare your finances for tomorrow. “Retire with Integrity” can be heard on radio stations all across the country. Brian’s other notable appearances include Forbes, CNN Money, Fortune, and Money Magazine.

Brian grew up with two siblings: an older brother and younger sister, in Glendale, Arizona; but has always loved Virginia. He decided to move to the old dominion state in 2006. Brian is active in his church and enjoys spending time with his six children, boating on Smith Mountain Lake and being outdoors.