Welcome to Bowman Financial Group
Here at Bowman Financial Group, we pride ourselves on being there for our clients and getting back to the basics of helping one another. Offering Insurance and Financial Services for over 25 years, we are committed to helping pre-retirees and retirees achieve financial security for themselves and their families. We specialize in helping our clients in their efforts to achieve financial independence. We believe in guaranteed interest and guaranteed safety of principal without daily market fluctuation and risk. We also offer expertise in the areas of Long-Term Care planning and Medicare solutions. As licensed independent financial professionals, we represent a variety of highly regarded and financially secure companies to best meet our client’s needs. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes. We are committed to helping people just like you create solutions for all your retirement needs.
Featured Educational Videos
Rightsizing for Retirement
What does your home really cost?
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
What’s the deal with your yearly free credit report?
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Can you keep up with your children’s mobile slang?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
$1 million in a diversified portfolio could help finance part of your retirement.
When do you need a will? The answer is easy: Right Now.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Why are 401(k) plans, annuities, and IRAs so popular?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.