You "Gotta" Have A Plan!
"Nothing Is More Beneficial To One's Financial Situation than Having A Clear, Accurate Financial Plan In Place. A Plan That Takes You From Where You Presently Are... To Where You Want To Be, When You Want To Be There."
Brent Owens & Bailey Owens - Financial Advisers
2704 South Goyer
Kokomo,
IN
46902
Phone:
- Office: 765.453.9600
- Toll Free: 800.745.7776
- Text: 765.246.9560
Fax:
- 765.864.4080
Newsletters
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Foreign Stocks Outperformed in 2025
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
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What Happens to Your Time Horizon at Retirement?
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
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What Is Asset-Based LTCI?
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
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Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.