Alex Stowe (CFP®, MBA)

Alex Stowe focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs

Planning Specialties

I work with middle income/mass affluent retirees and pre-retirees to provide general financial planning and investment management advice. My practice is one of client education and advocacy. I want my clients to be informed and involved. My focus is retirement planning and investment management  for professionals and corporate management. After a complete financial review, we provide an Investment Policy Statement for each investment client, establish accounts at a low cost , high service custodian, and work cooperatively with the client to address all areas of personal finance.

Additional Information

Most clients of Stowe Financial Planning, LLC come from Plano, Frisco, Allen,Denton, McKinney, Carrollton, Lewisville, Garland, Richardson, and surrounding Dallas-Fort Worth area. However, several long-term clients have moved to Florida and other popular retirement destination states. A large majority of clients are mid-to high corporate managers, but we also have a few small business owners. Their interest is in bringing their work lives to a successful conclusion and have the income to enjoy retirement.

NAPFA Start Date

August 07, 2003

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This Office

1316 Village Creek Dr Ste 700 Plano, TX 75093-4461 Phone: (972) 733-9959 Fax: (972) 931-9301