Providing financial solutions for retirees through a committed relationship, while providing honest, ethical advice to achieve your life-long goals.
Here at Bowman Financial Group, we pride ourselves on being there for our clients and getting back to the basics of helping one another. Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. With over 30 years of experience, our team has faithfully served clients in the Pacific Northwest since 1989. We pride ourselves on our quality level service and continuously building relationships. Every client of Bowman Financial Group is treated as a member of our family with whom we want to develop a caring and lasting relationship. We consider it an honor and a privilege to help our clients work towards making sound investment and retirement decisions that will contribute toward a secure financial future.
Client Services Assistant / Marketing Assistant
We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and collect important information from you before we develop a plan. We want to do the best job possible for every client.
We work with you to create a customized plan to achieve your financial and retirement goals. Your plan will be built on a sound strategy that incorporates your needs, time horizon, tax situation, and risk tolerance.
Once you have fine-tuned and accepted our plan, we will implement your custom tailored strategies. Our well trained staff will keep you informed during all stages of implementation.
We will set up regular meetings so that we both monitor progress and changes in your situation. We hope to exceed your expectations. Recommendations and strategies are adjusted over time to best address your evolving goals.