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
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Gaining a better understanding of municipal bonds makes more sense than ever.
The item most homeowners forget on their home improvement project checklist is insurance.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Take the guesswork out of your IEP or SEP with this helpful article.
Calculating your potential Social Security benefit is a three-step process.
How long does a $20 bill last?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A special needs trust helps care for a special needs child when you’re gone.
Check out this video to begin separating fact from fiction.
Here’s a crash course on saving for college.
All about how missing the best market days (or the worst!) might affect your portfolio.