About Us

The founders of OCRC have been pioneers in wealth preservation for over 40 years. Our team of experts have a combined 50+ years of experience in the Finance Industry. OCRC has provided expert planning for hundreds of clients nationwide.

We focus on building your estate, increasing the wealth of multiple generations and improving the value of your personal and business enterprises through tax efficiency.   

 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. OCRC's proprietary planning methods were originally developed for high net worth families. 

 Since then, our innovative techniques have grown to meet the critical needs of Business Owners, CPA and Law firms, Physicians, Dentists, Partners, Commercial and Rental Property Owners, Real Estate Developers, Sudden Wealth Recipients, Professional Athletes and Inventors nationwide