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.

See Disclosures

General Information

Firm Start Year

2010

No. of Employees

5-9

CRD#

4470298

Firm CRD#

164481

Insurance License#

692334

States Licensed in

Work with the following types of clients

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

Advisory Services Provided

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

Services

Can meet clients in the following ways

Email, Phone, Our Office, Our Offices, Video Conference

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Qualifications & Membership

Certifications, Accreditations & Designations

ChFC^®, CLU^®, CCPS

Securities Licenses

Series 65

Insurance and Annuity Licenses

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

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$500,000

Disclosures

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Additional Detailed Disclosures

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