Bob Stowe| CFP®
Stowe Financial Planning, LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Cash Flow and Budgeting
- High Net-Worth Clients
Plano, TX 75093
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Bob Stowe is a Plano, TX and Dallas,TX Fee-Only Financial Planner serving the entire DFW metroplex (including Frisco, Allen, Denton, McKinney, Carrollton, Lewisville, Garland, and Richardson). Stowe Financial Planning, LLC specializes in providing objective financial planning advice to help clients build, manage, grow, and protect their assets through life's transitions. Bob Stowe is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Bob Stowe, CFP® is founding principal of Stowe Financial Planning, LLC headquartered in Plano, Texas. As a fee-only financial planner and investment advisor, Bob assists clients residing in the Dallas area and across the country with client-centered financial planning and investment management services.
Bob started Stowe Financial Planning, LLC in 2001, opening for business right after 9/11. “I was looking to start a different kind of business, one of client advocacy with a fiduciary responsibility. The markets and stressful times helped investors see that engaging with me for professional advisory services would be a wise decision.”
Bob is a member of the National Association of Personal Financial Advisors, an organization that requires its members to be “fee only.” This means that neither Bob nor his firm accept any form of third-party compensation, incentives or commissions. All advice rendered is independently offered, and is not dependent on outside compensation or affiliated company alliances. He is also a Member of the Financial Planning Association and has served on the Board of Directors of the Dallas Fort Worth Chapter.
“I believe that trust ultimately defines a successful relationship, and that trust should be earned not only with empathy, but by demonstration of ethics and competency. Too many sales types look to get by on a demonstration of friendliness without the obligation,” Bob says.
A 1978 graduate of the US Naval Academy, Bob graduated with a BS in Economics. He went on to receive his MBA from SMU in 1989. In 1998 he completed the College for Financial Planning’s CERTIFIED FINANCIAL PLANNER™ Professional Education Program and was awarded his CFP mark of distinction by the Certified Financial Planner Board of Standards.
Bob has been quoted in Financial Advisor Magazine and featured in the Dallas Morning News. He has been listed as one of D Magazine’s Best Financial Planners since 2004.
Bob was honored to be an Investment Committee Chair of the Ursuline Foundation. Also, Bob served as past chair of Ursuline Academy Parent’s Annual Campaign and the Plano Symphony Board.
Bob is married and the father of three grown daughters. He enjoys golfing, traveling and reading.
Most of our clients have similar goals when they come to us for independent, professional advice. First and foremost is to ensure retirement income lasts throughout the client's lifetime. Once their investments have been evaluated and allocated in a thoughtful manner, it is essential to maximize retirement benefits. Then we work to reduce the burden of taxes and foster peace of mind through proper planning and ongoing advice. Our goal is to help you sleep better at night, knowing that your financial health is being professionally monitored and adjusted to the best of our ability.
As a full-service fee only financial planning firm, we offer a complete range of services, including:
Developing a strategic financial plan and then providing ongoing review and maintenance is essential for long-term success. At Stowe Financial Planning we provide a high level of personal service, getting to know you and your goals, in the true spirit of professional partnership. If it’s important to you, it’s important to us.
Every portfolio starts with a plan. We explain the planning process and how investments and planning are necessary for each other. After completing the plan, we transition immediately into the investment and implementation process.
Risk Management/Insurance Planning
Mishaps are a fact of life. Mitigating your risks through professional insurance planning just makes sense. We will analyze your situation and make recommendations to ensure that you and your family are properly covered. We will assist you through the process to make sure you have effective insurance and risk management. It is important to remember that we do not sell insurance, but we will assist in the acquisition process to give you unbiased insurance advice.