Matthew Bowden, CFP^®

CLU, ChFC

5263 Plymouth Rd.
Ann Arbor, MI 48105

FINANCIAL ADVISOR'S WEBSITE

www.Rfcplan.com

(734) 272-4224 x107 CONNECT WITH Matthew

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

We have different compensation structures to accommodate our clients' needs. We can be compensated through fees, commissions, or on an hourly basis.

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$250,000

General

Matthew Bowden is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Ann Arbor, MI and the surrounding communities.

Financial Advisor Overview

RFC Financial Planners mission is to inspire our clients to live a more balanced, organized, and simplified financial life so they can focus time on those things in life that cannot be delegated. We provide this through independent, comprehensive financial planning, disciplined investment management, education, and proactive personal service which exceeds expectations.

Financial Advisor Experience

Proven track record for managing, maintaining, and developing relationships. Comprehensive knowledge of estate, business, and retirement planning solutions for clients, specializing in comprehensive financial planning for business owners, physicians, athletes, and other individuals.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)

Insurance Licenses

Life insurance: MI
Fixed annuities: MI
Variable annuities: MI

Broker-Dealer Affiliation

Cetera Financial Group

Broker-Dealer Disclaimer

Registered representatives offer Securities through Sigma Financial Corporation, Member FINRA/SIPC. Investment Advisor representatives offer Investment advisory services through Sigma Planning Corporation, a registered investment advisor. RFC Financial Planners is independent of Sigma Financial Corporation and Sigma Planning Corporation. Securities offered through Sigma Financial Corporation, member FINRA/SIPC.

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Investment Management, Corporate Finance, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Minority Financing, Insurance, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth, Men's Finances, Special Needs, Women's Finances