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Here at Bowman Financial Group, we pride ourselves on being there for our clients and getting back to the basics of helping one another. Offering Financial and Insurance Services for over 25 years, we are committed to helping pre-retirees and retirees achieve financial security for themselves and their families. Many financial advisors focus only on helping you accumulate assets. Our job is to help you look forward and plan ahead to cut future tax bills, avoid unwanted risks and help you avoid financial problems in your retirement years and in your estate plan.

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.
Do you have a specific area of concern?

Our 3 Step Review will help you clarify your specific concern as well as identify additional areas that may need further review.  Contact us to learn more.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Estimate how much you have the potential to earn during your working years.

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How federal estate taxes work, plus estate management documents and tactics.

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There are a number of ways to withdraw money from a qualified retirement plan.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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There are some key concepts to understand when investing for retirement

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Learn more about taxes, tax-favored investing, and tax strategies.

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If you died, what would happen to your email archives, social profiles and online accounts?

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Even low inflation rates can pose a threat to investment returns.

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Here’s a crash course on saving for college.

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When do you need a will? The answer is easy: Right Now.

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What if instead of buying that vacation home, you invested the money?

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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