Facilitating financial freedom
Good financial advice can ensure an improved outcome at any stage of life
Paul Bowolin is the third generation of his family to live in Nelson, B.C. He and his wife, Agnez, are the owners of Nelson Family Financial Services—formerly called Money Concepts. The business is celebrating its 20th anniversary this year, and the Bowolins have now purchased a second, similar business—a personal insurance business—from another advisor.
“We’re excited to celebrate the 20th anniversary of helping people achieve their financial goals,” Bowolin said. “Our dealer, Investia Financial Services Inc., gave each office the opportunity of creating their own business names. We took our time coming up with a name we liked, and we think Nelson Family Financial Services better reflects our relationships with the families we help.”
Bowolin said he always enjoys helping people. He likes getting to know their stories—learning about their past and about their hopes for the future—and was careful to note that the information entrusted to him is treated with the utmost respect and confidentiality, including the information disclosed in the company’s complimentary financial review that is available to everyone.
“There’s a special level of trust that is built when you talk about money,” said Bowolin. “Everything comes out when we have our chats, and it leads to the creation of a relationship. As a result, some of Family Financial’s clients have been with the business for over 20 years.”
Bowolin said he feels particularly good about helping people to reach their goals and to achieve financial freedom. He is happy to advise his clients about investments, personal insurance and banking.
Bowolin’s focus for the immediate future is pretty simple: he’ll continue to appreciate being able to do the work he loves. He would love to have his son join him in his business eventually, but in the meantime he’s happy to facilitate the financial security of his growing community.
“Everyone has a story,” he said, “and they’re all interesting. Every day my work brings me something different—a different task, a different challenge and a different plan to fit the story. I appreciate that and enjoy it.”