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7: The Seven Pieces of the Financial Puzzle | Brian Bowen | Integrity Financial Planning

Be Inspired | Do Good:

Brian Bowen has a servant’s heart and an adventurous spirit.  He shares with us how he went from a 160 acre organic, meat producing farmer to an asset protector.

Brian states:  “Guiding a client along the path to a sound financial future is like putting the pieces of a puzzle together. The puzzle can’t be completed unless each piece fits correctly into its adjacent piece. So too, with a client’s financial picture.”

He has identified seven pieces of the financial puzzle. They include investment, retirement and estate planning, insurance, cash flow/budgeting, economic assistance for family and loved ones, and tax planning. Alone, these pieces do not form a complete financial picture. They all influence each other and all must be considered if he is to produce the most advantageous financial plan for his client. This is the puzzle that Brian loves solving.

With access to proprietary software, Assetlock™, he protects clients assets and helps them build a plan to optimize their savings.

 

 

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