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Bowen Financial
Planning LLC provides confidential and personalized financial planning
and investment management to people at all stages of life. We work with
clients on a
fee-only basis, meaning we do not accept commissions of any kind. We do not sell
financial products nor are we affiliated with
companies or persons that sell financial
products or securities. We offer investment advice based on the
client’s financial status,
goals, risk profile, age, and other inputs. The client makes the final decision on types
of
investments. We think that this is the most objective way to
provide financial advice
and investment management.
Our fees
consist of a percentage of assets managed and/or work performed based on a
fixed hourly rate. This means that
clients have the ability to pay by the hour for as
much or little advice as
they desire, similar to other professionals. We think it is
important for clients to have flexibility on what services they need and how much they
want to pay.
As a registered
investment adviser firm we are required and committed to work with
clients on a fiduciary basis, meaning that we always
act in the best interest of our clients.
Note that brokers have a “suitability standard” – a lower standard
in which recommended
investments are required to be suitable” or okay for the
client. Brokers under this
standard are
able to collect commissions or fees from third parties. We strongly support
the fiduciary standard
and believe it is the most honest and fair way to support clients.
We provide 3 primary services:
Financial Planning
Asset Management and Supervision
Hourly As-Needed Counseling
Give us a call today and take advantage of our free and no-obligation initial consultation.
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