About

Our Philosophy

We believe everyone deserves a structured financial plan. Our mission is to guide pre-retirees and retirees toward informed financial decisions, helping you build a meaningful life where your wealth serves as a vehicle for what matters most to your family and community. By prioritizing a planning-first approach grounded in analytical methodology, we strive to act in your best interest and emphasize long-term financial sustainability.

Jeff Bowers

Financial Professional

240-329-3333

jeff@plan2retire.com

In 1989, I joined Bowers Insurance as an agent and co-owner. While I enjoyed my job, I noticed that a lot of my clients were not being properly served by their current advisor. So, a few years later in 2008, I founded Bowers Advisory...

Faith Pope

Associate Financial Planner

240-329-3333

faith@plan2retire.com

Hi, I'm Faith! I recently graduated from Virginia Tech with a degree in Financial Planning and Wealth Management and am proud to be a first-generation college graduate. I'm beyond excited to continue learning, growing, and building a...

Adam Batey

Intern

240-329-3335

intern@plan2retire.com

Hello! My name is Adam, I am entering my senior year at the University of Tennessee, Knoxville, where I am majoring in Finance with a collateral in Financial Planning. I am excited to be interning with the team this summer, and I am...

Let's Create
Something Great

We aim to help shift you from today’s reality to tomorrow’s potential, building a roadmap for your financial journey.

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