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ABOUT US

Corporate Resources Consulting was established in 2003 by John J. Bowen. 

As a seasoned CPA and tax planner, John sought to find a solution to a challenge a family member faced. John called on his years of experience, expertise and unique insight to solve the issue at hand.

 

John and his team took what started as a single solution and developed it into a comprehensive approach that produced astonishing results.

 

 

 START BUILDING YOUR DREAMS... YOUR FORTUNE... AND YOUR FUTURE ! 

Our founder, John J. Bowen pioneered the proprietary Wealth Utilization Analysis™ and Consulting program that
allows for the customized and successful financial planning for multiple generations.

Wealth Utilization Analysis™ ("WUA Plan") is an amazing financial tool that can be adapted to many different scenarios and changing circumstances.  

 

Over time, as your assets grow or new challenges arise, a
carefully structured and implemented WUA Plan can be your best resource at every step along the way.

At its core, the WUA Plan is a strategic approach that's specifically designed to protect your assets, minimize risk and maximize tax efficiency in order to achieve your financial, personal and long-term humanitarian goals.

Each WUA Plan is individually customized to meet your particular needs, current situation and ever changing circumstances. 

While every client is unique, all WUA Plans share these common features:
 

  • Asset protection

  • Control over assets / resources in the Plan

  • Responsiveness to change

Through a specific group of entities designed to work together, a WUA Plan can maximize asset protection, defer income taxes for multiple generations, create a revenue stream and build a legacy for you and your family far greater and faster than otherwise possible.

 

Even more amazing is  the ability of that legacy to benefit multiple generations while helping you fulfill your unique charitable vision as well.

How is that possible?  It's very simple... the more risk and tax efficient the WUA Plan is, the fewer resources are lost to unnecessary tax erosion. The fewer resources lost to risk and tax erosion, the more money can compound untaxed to build your personal, financial and charitable legacy over time.  

 

In today's complicated world, you need a plan that is capable of addressing all its moving parts. That plan must be highly effective, highly efficient and most importantly “responsive to change”.  

 

After all, what good is a plan if it locks you into a position that may no longer suit your needs? 

 

It’s more important than ever to have sound financial planning that will grow with you instead of against you. 

Corporate Resources Consulting is an established Wealth Management Firm with offices in Columbus and Circleville, Ohio. Our team of experts have a combined 50+ years of experience 

in the Finance Industry. CRC has provided expert planning for hundreds of clients nationwide.

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