Qualifications

Harrison Bowlin graduated in 2011 with a BBA in Finance and Management and a Minor in Economics. He earned the CERTIFIED FINANCIAL PLANNER (CFP®) Designation in 2015.

Working with a CFP® Professional is an important first step toward reaching your financial goals. Not only do these advisors meet rigorous education and experience requirements, but they are also held to the highest ethical and professional standards in the industry

Professional Personal Services:

· Financial Needs Analysis

· Investment Planning

· Retirement Planning

· Estate Planning and Conservation Strategies

· Wealth and Asset Protection Strategies

· Financial Management

· Life Insurance

· Long-Term Care Insurance

· Disability Income Insurance

· 401(k) Rollovers

Professional Business Services:

· Buy/Sell Agreement Funding

· Executive Bonus Arrangements

· Deferred Compensation Plans

· Key Person Protection with Life Insurance

· Business Continuation Insurance

· Pension Maximization

Personal Licenses

· FINRA Series 7, 6, and 63 Securities License

· Life/Health Insurance License

· Long Term Care Insurance License