55 Views

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.

 

 

LINK/RESOURCES:

LIKE WHAT YOU’VE HEARD? SHARE WITH OTHERS TO INSPIRE THEM TOO!

Thanks for joining me again this week. If you have any tips, suggestions, or comments about this episode, please be sure to leave them in the comment section below.

If you enjoyed this episode, please share it using the social media buttons below. Thank you!

Related Posts

9: Insurance Shouldn’t Be One Size Fits All Or Chosen Just By Price | Derek Wiley | Derek Wiley Agency

Be Inspired | Do Good: Derek Wiley saw an opportunity to better serve his clients and he took it.  Shortly after graduating from VMI, Derek became a claims adjuster with Progressive Insurance and later became a Senior Litigation Representative for Atlantic Mutual and Ace Private Risk Services.  These stepping stones prepared him to come home, […]

11: INSPIRING Others With Love, Laughter, And Joy Through Chocolate And Service | Melissa Palmer | Chocolatepaper

Be Inspired | Do Good: Melissa is a Roanoke native that has lived and worked in almost every zip code around here.  Her passion for startups and youth shines through each day as a co-owner and philanthropist at chocolatepaper. Melissa’s family-owned business started as the brainchild of her uncle in 1985.  He started with a […]