Our company is based on the principle that education and understanding of your current
financial situation is vital to successfully make prudent decisions concerning your
future financial condition. If you have any questions about your current financial
situation or wish to schedule an appointment, send us an
email or give us a call at 586-226-8888.
Our staff consists of experienced professionals with a "hands on" approach to financial
guidance. Not only will you find our team members knowledgeable, but you will also
discover that our staff truly cares about helping to make your dreams a reality.
As your Financial Professionals, we will do everything in our power to keep you
focused on where you want to go, advise you on how to get there, and continually
remind you of the importance of maintaining a disciplined approach to realizing
your dreams.
About our certifications:
Certified Investment Management Analyst®--CIMA® - As the
premier designation in the industry, the CIMA is earned through intense educational
experience focusing on asset allocation, investment manager search and selection,
investment policy and performance measurement. The CIMA designation belongs to an
elite few in the investment profession and it represents the highest level of credibility,
integrity, and most importantly, knowledge. It carries substantial weight with discriminating
clients who demand the most appropriate strategies in evaluating and managing their
investments.
Certified Financial Planner®-- CFP®, CERTIFIED FINANCIAL PLANNER®
and are certification marks owned by Certified Financial Planner Board of Standards
Inc. (CFP Board), which can help you identify financial planners who are committed
to competent and ethical behavior when providing financial planning services. Individuals
certified by the CFP Board have taken the extra step to demonstrate their professionalism
by voluntarily submitting to the rigorous CFP® certification process that includes
demanding Education, Examination, Experience and Ethical requirements. These standards
are called "the four Es," and they are four important reasons why the financial
planning practitioner you select should display the CFP certification marks.
Certified Divorce Financial Analyst - CDFA--Certified Divorce Financial
Analysts™ are trained to answer questions and more for men and women in the
process of divorce and to provide litigation support for their attorney, which helps
them prove and often settle their case. The financial issues inherent to every divorce
case are often times the ones that are the most overlooked. However, once a divorce
settlement has been signed, it’s too late to change it. Who should keep the house?
How much will it cost to live post divorce? How much alimony is there going to be
and for how long? Will the custody arrangement affect child support? How can the
retirement accounts be split and the money accessed? How can a business be offset?
Should a business be valued? What is the value of health care benefits? Most important
of all, will the clients be able to financially survive (and thrive) with the settlement
post divorce?
Our Founder:
Kent E. Bowman, CIMA® CFP® CDFA
Kent’s mission statement is simple:
"There are enough worries in life; your portfolio shouldn’t be one of them."
For more than two decades in the financial services industry, Kent E. Bowman has
enjoyed a reputation for competence, fair dealing, and integrity. In expressing
his high regard for seniors, he uses his experience and skills as an independent
consultant to assist seniors to help them retain and grow their net worth. He has
completed over two decades of working with seniors, their families and heirs, and
has maintained a high level of service with his clients. Kent believes he offers
his clients the state-of-the-art in exceptional portfolio value building techniques,
as well as tax alternatives through his personal and professional relationships.
Kent is a Registered Representative with Royal Alliance Associates, Inc., a registered
broker/dealer, and member of FINRA and SIPC. Under his professional marketing and
investment management, his practice has doubled over the last four years in assets
under management. Prior to opening Arrow Financial Solutions, PLC, and its subsidiaries,
Do-It-Yourself Retirement Planning and Automotive Retirement Consulting, he was
an active portfolio manager and branch manager for a major Wall Street brokerage
firm.
With over 20 years of experience in the financial services business, Kent graduated
with degrees from Indiana University (BS-Business) and University of Michigan (MBA-Finance)
and holds NASD Series 3, 5, 7, 8, 15, 63 and 65 securities registrations. In addition,
Kent is insurance licensed for the sale of Life, Health including Long Term Care,
Medicaid/Medicare Supplemental coverage and for Disability/Income Replacement insurance
in Michigan and Indiana.
Kent works in Michigan with offices in Clinton Township and North Muskegon. He lives
with his wife Cherie, and they have three children combined, and a dog.
Arrow Financial Solutions, PLC is a financial planning firm specializing in Retirement
issues and Advanced Investment Management, Insurance and Estate Planning Strategies.
Arrow Financial Solutions, PLC also conducts business as "Do-It-Yourself Retirement
Planning” and as “Automotive Retirement Consulting." Securities and advisory services
are offered through Royal Alliance Associates, Inc. Member FINRA and SIPC. Financial
planning and advisory services are offered through Do-It-Yourself Retirement Planning,
which is a registered investment advisor in the State of Michigan. Arrow Risk Management
is an insurance general agency in the State of Michigan.
Please feel free to contact Kent at 888-88-ARROW or by e-mail at
KEBowman@DIY-Retirement.com.