Our Services

Custom-tailored Financial Planning

OUR SERVICES

Are you wondering if you can protect what you’ve earned in today’s tax-aggressive environment?

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 can allow you to retire when you want and how you want. In turn, you have an advisor who looks out for your best interests. 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 economic challenges successfully.

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Are you wondering if you can protect what you’ve earned in today’s tax-aggressive environment?

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 can allow you to retire when you want and how you want. In turn, you have an advisor who looks out for your best interests. 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 economic challenges successfully.

WEALTH PRESERVATION & PROTECTION

In today’s environment, it’s not an easy task to preserve what you and your family have worked so hard to build and protect. Inflation, unpredictable markets, and new tax proposals that could have a significant impact on your money. With the rules always subject to change, it’s increasingly difficult to navigate the financial landscape to successfully preserve what you’ve earned. As fiduciaries, we work hard to protect the wealth of our clients by comprehensively understanding current markets and laws, as well as tailoring our offerings to what’s best for you and your assets. Nothing makes us prouder than to see our clients and their families thrive through retirement and protect what’s theirs.

WEALTH ENHANCEMENT

Wealth Enhancement aims to minimize the impact of taxes on your income and investment returns while ensuring the cash flow you need. Taxes can, and do, affect a great deal of wealth. At Integrity Financial Planning, Brian Bowen, paired with Integrity’s in-house CPA have the expertise, and opportunity, to assist in enhancing wealth by minimizing the impact of taxes.

CHARITABLE GIVING

Charitable giving is a great way to give back to the causes and organizations you believe in. In addition, it can provide you with tax benefits if done properly. But to do so requires professional knowledge of the strategies and options available to you to get the most out of your charitable donations. We’ll work with you to assess your charitable giving goals and develop a strategy that meets your giving goals.

WEALTH TRANSFER

Pursuing a comfortable retirement is likely a goal of yours, but a comprehensive legacy plan may be another goal. You may be looking to pass your property to your loved ones, communicate what you would like the money to be used for, bestow your heirlooms to loved ones, continue a tradition of charitable giving, or all of the above. Transferring wealth can be a very complex process, and even small mistakes can translate into your loved ones paying far more in taxes than they might need to. We’ll work with you to make sure the transfer of your wealth is to your liking and is optimized for you and your beneficiaries.