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.
Brian Bowen is an Investment Advisor Representative and is the President of Integrity Financial Planning, Inc., a Registered Investment Advisor in the State of Virginia. He is also the President of a CPA Tax Firm, Impact Tax Group, LLC. He educates radio listeners on “Retire with Integrity” on Saturday mornings at 10 a.m. on WFIR 960AM/107.3FM, 9 a.m. on WLNI 105.9 FM, 7 a.m. on WFNR 710AM and has been featured on WSLS-TV’s “Wealth Wednesday,” and contributes articles to CNNMoney.com, Money.com, Forbes.com and Fortune.com.
Brian’s mission is to help his clients achieve their goals by providing them with objective, personal financial advice specific to their situation. The perspective and experience he gained in his early financial services career with Conseco Finance and Farm Bureau Financial Services led him to search for a better way to deliver unbiased, comprehensive planning that considers the interdependent mix of financial strategies—tax planning, estate planning, retirement planning, and risk management. Brian believes no financial decision should be made in a vacuum without considering all of these variables and their impact on each other.
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.
As a former educator, administrator, and coach in Roanoke County Schools, Mike considers education an important part of guiding his clients. He obtained his teaching degree from James Madison University and a master’s degree in Educational Leadership from Radford University.
By combining his teaching abilities with his extensive experience, Mike is able to recommend and explain effective strategies that provide added peace of mind for life’s uncertainties. As an Investment Advisor Representative, he has developed a reputation for going above and beyond to care for his clients and assist them with difficult decisions.
Mike lives in Christiansburg, Virginia, with his wife Patti and their five children. He is also very active in his church and enjoys being outdoors and coaching recreational league soccer.
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.
Jane comes to us with more than 30 years of experience in sales, marketing, performance management, financial analysis, and business development.
Jane previously served in various positions with BH Media Group, the American Red Cross, Deluxe Corporation, Moore North America/RR Donnelly, and Fiserv. Her success was based on helping clients find the right solutions to meet their needs. She continues to expand her knowledge and areas of expertise with workshops in strategic planning, multi-channel marketing, integrity coaching, and principle-centered leadership and has earned several awards, including Circle of Excellence, Achievement Club, and Sales Woman of the Year. Jane is married to Lee Hubert, Principal Consultant with Voltage Leadership and Manager Success, LLC. They reside near Smith Mountain Lake and enjoy golfing, hiking, swimming, and gardening.