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
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
It's important to understand the pros and cons when considering a prepaid debit card.
Understanding how a stock works is key to understanding your investments.
Here's a breakdown of how the federal government spends your tax money.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Understanding how capital gains are taxed may help you refine your investment strategies.
An inside look at how marginal income tax brackets work.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you have causes that you want to support with donations? Here are three tips.
Taking your Social Security benefits at the right time may help maximize your benefit.
There are a few things to consider when buying or leasing your next vehicle.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What if instead of buying that vacation home, you invested the money?
Understanding the cycle of investing may help you avoid easy pitfalls.