Duncan Bowie (CFP®)

Duncan Bowie focuses in the
following client markets or areas of practice:

Business Owners

Estate & Generational Planning Issues

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Personalized Financial Planning
Executive compensation planning
Closely held business and liquidity planning

Additional Information

Duncan attended Indiana University and is part of the Credent Advanced Planning Team serving in a role that involves research, special planning situations, and communication between essential experts for clients including attorneys and accountants. Duncan is a CFP® professional.