Brian Bowen

Integrity Financial Planning, Inc.

1315 Second St. SW, Suite 102

Roanoke, VA 24016

540-266-3100

Guiding Your Financial Future

About Integrity Financial Planning, Inc.

Integrity Financial Planning, Inc., an Independent Registered Investment Advisor based in Roanoke, VA, helps clients protect their retirement assets and finds creative strategies to increase your income. Our fiduciary duty helps to ensure that we are working with our clients best interests at heart. As independent financial advisors, we have the ability to select from a wide range of products and services that may be appropriate for each client's situation.

Our philosophy is to get to know you first. Then, together, we develop a plan to reach your stated financial goals. The plan drives the investment strategy and how we address your retirement needs. We place emphasis on helping preserve retirement assets and creating the income you need in retirement.

General Information

Firm Start Year

2010

No.of Employees

5-9

CRD#

4470298

Firm CRD#

164481

Insurance License#

692334

States Licensed in

I work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors, Investment Clubs

Advisory Services Provided

Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities, Portfolio Management

Services

I can meet clients in the following ways

Our Offices, Video Conference, Via Email, Via Phone, At my office

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

ChFC^®, CLU^®, CCPS

Securities Licenses

Series 65

Insurance and Annuity Licenses

Annuity, Disability, Life, Long Term Care, Variable Annuity, Variable Life, Health

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