Our Mission Statement

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At JD Bowen Financial Group our passion for what we do is anchored in our core values which guide our actions, our recommendations, and our business processes.

  • Family
  • Service
  • Responsibility
  • Respect
  • Integrity
  • Independence

When you choose our financial planning services you benefit from obtaining comprehensive advice from a team of highly qualified professionals - individuals with past experience in addressing your unique financial needs. We work to provide objective advice when making any financial recommendations, and, as independent professionals we represent our clients and their needs rather than those of a specific company. You can have confidence that your investments are managed by highly regarded industry professionals.

The bedrock of our firm is in the commitments we make to our clients.

  • We are committed to our clients' financial success – however they define it.
  • We are committed to uncompromising integrity and transparency.
  • We are committed to a lifetime of exceptional personal service.

As a client of our firm you have access to two widely accepted means of delivering financial services. When you participate in our brokerage services you have access to independent advice in selecting investment and insurance products chosen for specific suitability for you and your circumstance. As a beneficiary of our investment advisory services you benefit from our responsibility to always place your interests ahead of ours. We work to provide objective advice when we make a recommendation. You can have confidence that your investments are managed by highly regarded industry professionals.

“We make a living by what we get; we make a life by what we give.”

Sir Winston Churchill