John Bowen (CFP®, CPA)
John Bowen focuses in the
following client markets or areas of practice:
- Divorce Planning
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Divorce Planning
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Additional Information
Bowen Financial Services, LLC is a Fee-Only Financial Planning, Fee-Only Investment Management firm established in 1999. The firm, led by John G. Bowen, CPA, CFP focuses on enhancing client's after tax wealth.
At Bowen Financial clients will participate in a series of meetings designed to bring thoughful discussions and creative problem solving to their personal goals. The insight gained from this process results in a customized financial and investment plan for fulfilling the clients financial and personal goals.
NAPFA Start Date
April 04, 2001