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What’s Your “When”?

April 27, 2017

  Tax time is over, you’ve (hopefully) filed on time, and are either dreaming of ways to spend your refund,... View Article

Questions for a Financial Planner

February 22, 2017

Looking for a Financial Planner?  That person is different from an Investment Adviser. Generally, an Investment Adviser is someone in... View Article

Is Your Financial Adviser a Fiduciary?

February 14, 2017

It’s common to hear the terms, “adviser”, “broker”, and “planner” used interchangeably.  Do you know which applies to your “financial... View Article

The Only Financial Resolution You Need to Make

January 6, 2017

If you’re like me, you’re already tired of all the New Year’s articles and commercials attempting to appeal to your... View Article

Investing Myth #5: If Something is Really That Good, Everyone Would be Doing It

December 22, 2016

Technology marches forward, with or without us, and the financial world is no different. Incredible innovations have rolled out in... View Article

Investing Myth 4: You Can Effectively Manage your Own Portfolio

November 17, 2016

With do-it-yourself videos and an overwhelming amount of information brought to us by the internet, it’s easy to think we... View Article

Should I own a Variable Annuity? Suze Orman’s opinion below

October 21, 2016

Suze Orman clearly describes why most financial advisors love Variable annuities. “Should you own a variable annuity” describes some of... View Article

Investing Myth #3: Average Investment Returns Tell an Accurate Story

October 11, 2016

If your investment portfolio experiences a 20% gain and a 20% loss, your net change is zero…right? WRONG!  It absolutely... View Article

Myth #2: Big Returns Only Come with Big Risk

September 29, 2016

The real key to making a solid, long-term, inflation-beating return isn’t in taking big risks. Actually, it’s primarily fueled by... View Article

How can I save taxes on IRA withdrawals? It depends. Posted on CNNMoney.com

September 22, 2016

By Brian Bowen, Integrity Financial Planning, Inc. Posted on CNNMoney.com Each year, we receive numerous calls from seniors worried about... View Article

Buy and Hold Always Wins – Myth # 1

August 26, 2016

Watch Brian Bowen discuss the First myth of “The Five Retirement Myths” Series on the Daytime Blue Ridge Wealth Wednesday... View Article

Pension Mistakes You Can’t Afford to Make

August 10, 2016

Congratulations!  You’re nearing retirement and counting the days when your pension kicks in and you can start living the good... View Article

Solo 401k rules small business owners need to know!

July 26, 2016

For a successful business owner (sole proprietor or owner of an S Corporation, C Corporation or partnership) who has a... View Article

5 Things to Consider when Choosing Between 401(k) and IRA

July 13, 2016

by Brian Bowen There’s no question that for those who are concerned about their finances and their ability to eventually... View Article

Net Unrealized Appreciation: A Great Company Stock Strategy- Article featured on Money

July 8, 2016

By: Brian Bowen Employers are increasingly using company stock as part of an incentive plan or as the delivery vehicle... View Article

Mythbusting Variable Annuities- Featured on Fortune.com

July 8, 2016

By: Brian Bowen Some financial advisors present variable annuities as a terrific wealth accumulation product. They are sold to many... View Article

Money Monday on Daytime Blueridge, NBC affiliate WSLS Channel 10

June 6, 2016

Brian went on today on NBC’s affiliate, Channel 10 (WSLS) to discuss IRA’s and 401k’s frequently asked questions when referring... View Article

5-Minute Market Update // May 9, 2016

May 10, 2016

I am happy to present this week’s market commentary from FormulaFolio Investments.  The goal is to give our clients and... View Article

The 5 Basics to IRA’s that you need to know before investing

May 2, 2016

While we’re young, it’s easy to view our financial situation in one basic way – cash only. But as we... View Article

Let’s Take A Closer Look at IRA Withdrawals

April 22, 2016

A Look at IRA Withdrawals IRA’s are one of the best and most popular forms of retirement accounts. An Individual... View Article

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Integrity Financial Planning, Inc.

Phone: 540-266-3100
Toll-Free: 800-790-7150
Fax: 800-927-3717

1315 Second Street SW
Suite 102
Roanoke, VA 24016
Mon-Fri: 8:30am – 5:00pm

Integrity Financial Planning, Inc., an independent Registered Investment Advisor based in Roanoke, VA, helps clients protect 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. The information in this web site is not investment or securities advice and does not constitute an offer.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Investment advisory services offered by Integrity Financial Planning, Inc., a registered investment advisory firm.

This information is designed to provide general information on the subjects covered. The specialized information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state or local municipalities taxes or penalties.

You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change and unique to every specific taxpayer’s particular set of facts and circumstances.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company.

Insurance and annuity products offered through Brian Bowen, licensed in VA, License #: 131017.

238844-0818

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