Welcome to Bowman Financial Group
Our simple, no obligation, 3 Step Review is a great way of helping you get a handle on your true needs and desires and whether or not your current strategies match up with your plans for today and your future.
Learn more about our 3 Step Review now by calling 800-360-3454 or Contact us today.
The wonderful benefit of our 3 Step Review is that it applies to any financial decision or concern you have, and it helps you stop your money from falling through the cracks, and it assures that any major financial decision is right for you. In other words, learn what questions to ask before making any financial decision and identify ways to assure your decisions are in your best interest.
- Investment Planning
- Income Planning
- Estate Planning
- Tax Planning
- Asset Protection Planning
- Medicare Planning
- Charitable Planning
- Real Estate
- Financial Planning
- Business Planning
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
A quick look at how federal income taxes work.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Understanding how a stock works is key to understanding your investments.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Have you found yourself suddenly single? Here are 3 steps to take right now.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
$1 million in a diversified portfolio could help finance part of your retirement.
What are your options for investing in emerging markets?
How will you weather the ups and downs of the business cycle?
Making the most of surprises is a great reason to work with us.