Integrity Financial Planning, Inc., an Independent Registered Investment Advisor based in Roanoke, VA, helps clients protect their retirement assets and finds creative strategies to increase your income. Our fiduciary duty helps to ensure that we are working with our clients’ best interests at heart. As independent financial advisors, we have the ability to select from a wide range of products and services that may be appropriate for each client’s situation.
Our philosophy is to get to know you first. Then, together, we develop a plan to reach your stated financial goals. The plan drives the investment strategy and how we address your retirement needs. We place emphasis on helping preserve retirement assets and creating the income you need in retirement.
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.
During these volatile times, it can be difficult for individuals and business owners to feel at ease with concerns like these:
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:
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.
Integrity Financial Planning, Inc.
Impact Tax Group, LLC
Developing a sound retirement plan is like putting the pieces of a puzzle together. Brian Bowen loves putting puzzles together – namely, the financial kind. > Click to read more
Brian’s financial career began in 1999, working for Conseco Finance, Morgan Stanley Dean Witter, and Farm Bureau Financial Services. During this time, he learned to listen to clients’ needs and how to develop creative solutions for income creation, growth, and the protection of retirement assets. He quickly became frustrated with the limited options he could offer his clients and knew he could do better for them, leading him to become an independent, comprehensive financial planner.
Free of the constraints of a large corporation and its limited offerings, Brian can now select from hundreds of products and services and employ creative strategies to better serve his clients. As an Investment Advisor Representative and fiduciary, Brian has a moral and ethical obligation to work in the best interest of his clients.
Brian has categorized seven areas that make up one’s financial picture:
· Investment planning
· Retirement planning
· Estate planning and charitable giving
· Cash flow and budgeting
· Financial assistance to family and loved ones
· Tax planning
Each category affects the others, and all must be considered if an advisor is to produce the most advantageous financial plan for his clients. To properly address this, Integrity Financial Planning has expanded to become a “family office,” incorporating in-house professionals who provide one-stop services addressing all the above concerns. Many of these questions are addressed on Brian’s weekly radio show, “Retire with Integrity.” The program can be heard on the radio stations across the country. Find a station here or on his weekly podcast.
Brian lives in Virginia with his wife, Sheri, their six children, and Dakota, a Husky pup. He is active in his church and enjoys boating on Smith Mountain Lake and being outdoors with his family.
Lynn McHugh, ChFC®, CL
Senior Client Service Associate
Lynn is knowledgeable in tax, retirement and estate planning, and innovative ways to apply these concepts to client advantage.
Throughout her career, Lynn has been an ardent advocate for her clients. Her diverse career experiences provided a broad understanding of client needs and the impact that ever-changing market forces have on their financial well-being. Her desire to be even more responsive to her clients’ need for comprehensive financial planning strategies led Lynn to obtain two major financial designations: Chartered Financial Consultant, Chartered Life Underwriter, and Investment Advisor Representative. Lynn now applies her financial skills in innovative ways — all focused toward the client’s advantage.
Lynn enjoys travel, the arts, gourmet food, and good times with her family.
Kevin is a Certified Public Accountant with a degree in accounting and a minor in finance. He also has a Master of Business Administration degree and is an accomplished financial professional with more than 30 years of experience leading a wide variety of corporate financial teams.
Prior to joining Integrity Financial Planning, Kevin served as Tax Director and Controller for Advance Auto Parts, Inc. His experience has enabled him to develop creative strategies to help reduce taxes for small and medium-size businesses. Over his career at the corporations he’s been involved with, Kevin has documented savings in excess of one hundred million dollars of tax savings through strategic planning techniques. He has been involved at the highest levels in corporate acquisitions and restructurings with a variety of financial and tax responsibilities.
Louise has had a long and varied career giving her insight into many facets of life. Early in her career, as an instructor for IBM, the principle “The customer is king” became part of her personal fabric and has guided her throughout her professional life.
Attention to detail became another hallmark of her career. As the owner of a well-known country inn and restaurant in CT, she and her staff won numerous awards for the elegant atmosphere, the quality of the food, and the beauty of the accommodations at the inn.
A chance meeting with a financial advisor inviting her to work for him at his company brought Louise into the financial services arena, and today, at Integrity Financial Planning, she performs the daily office tasks required to make a financial planning office run smoothly and efficiently.