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
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Gaining a better understanding of municipal bonds makes more sense than ever.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A bucket plan can help you be better prepared for a comfortable retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, cracking the code on bonds.
Are you ready for retirement? Here are five words you should consider.