How does the advisor help clients – Key Takeaways:
BOWEN FINANCIAL PLANNING LLC is a highly experienced financial planning firm that offers comprehensive and personalized financial services to help clients achieve their financial goals. With a team of skilled and knowledgeable advisors, Bowen Financial Planning LLC provides expert guidance and strategies to help clients make informed decisions about their money and investments.
- Exclusive focus on client needs and objectives
- Customized approach to financial planning
- Expertise in financial markets and investment strategies
- Committed to client education and empowerment
Facts and Insights
Bowen Financial Planning LLC has been in business for over 20 years, serving clients across the United States. The firm has an impressive track record of success, helping clients grow and preserve their wealth through a range of market conditions. With a deep understanding of market trends and economic factors, the firm is able to provide valuable insights and tailored solutions to clients seeking financial security and independence.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million | 5 | Over 20 years |
Financial Services Offered
Bowen Financial Planning LLC offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types
Bowen Financial Planning LLC serves a diverse client base, including:
- High-net-worth individuals
- Business owners
- Retirees
- Families
- Young professionals
- Individuals and families with complex financial needs
Fees & Compensation
Bowen Financial Planning LLC operates as a fee-only firm, meaning that the advisors are only compensated by client fees and do not receive commissions from financial products they recommend. This ensures that their advice is always objective and in the best interest of the client. The firm typically charges a percentage of assets under management as a fee, but also offers hourly, project-based, and retainer fee options.
Background
The founder and lead advisor of Bowen Financial Planning LLC, John Bowen, has over 30 years of experience in the financial industry. He is a Certified Financial Planner™ and a Chartered Financial Analyst®, and has a deep understanding of financial markets and investment strategies. He is supported by a team of dedicated and highly qualified advisors who share his commitment to providing personalized and comprehensive financial planning services.
Financial Advisor Disclosures to Know
Bowen Financial Planning LLC has a clean disciplinary record, with no formal complaints or disciplinary actions reported by regulatory agencies. The firm is also committed to transparency, providing detailed information about its fee structure and services to clients.