Chartered Life Underwriter
Chartered Financial Consultant
CERTIFIED FINANCIAL PLANNER professional
Certified Wealth Strategist
Cary J. Cowan Sr. began his career in the insurance industry in 1970. After establishing his own firm in 1979, he expanded his practice to include financial and retirement planning, investments, and business planning.
Cary feels that a true financial professional listens to clients and prospects and understands what is really being said. "You have to be empathetic to your client's needs and not your own pocketbook." His philosophy believes in forming long term relationships and not just clientele.
In 2000, Cary developed the Lifetime Financial Strategies ProgramSM. This is a six step process which he believes assists clients in realizing their lifetime vision. Cary utilizes this process with all of his clients, ensuring that both he and his clients understand the goals and visions that his clients want to achieve.
He is the author of The Lifetime Financial Strategies, a 21st Century Financial Planning Process. It is a book based on the philosophy of relationships first, taking you through a case study of a couple needing help.
Cary is a registered representative and Member of the Board of Directors of NEXT Financial Holdings, Inc. and a Member of the Board of Directors for Visionary Asset Management. He is Member of the Board of Directors for Foward March, for the local American Legion Legacy Project.
Cary is a member of the Financial Services Institute, the Financial Planning Association, the Society of Financial Service Professionals, the American Society of CLU and ChFC, PACE, and the National Association of Life Underwriters. He is also a qualifying, life, and Top of the Table member of the Million Dollar Round Table.1
1Million Dollar Round Table (MDRT) is the Premier Association of Financial Professionals. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.