Bowman Financial Services, specialists in retirement planning and assest management. We realize your retirement is a big decision and know the uneasiness you may experience.
Our firm has been helping retirees and those about to retire since 1995. We have a structured program for assisting you with your retirement planning and managing your assets on an ongoing basis after you retire.
We adhere to the practice standards and methods of the Certified Financial Planner Board of Standards, the professional regulatory organization that fosters professional standards in personal financial planning. This provides the public with access to and benefits from competent and ethical financial planning.
We specialize in assisting business owners, doctors and corporate executives with funding their retirement and reaching their goals. Giving you the confidence that comes with knowing you have properly planned for your retirement years and partnering with you with your goals is our top priority.
We view your retirement as a liability you must fund in the future. Based on your retirement lifestyle choices, we estimate the cost of that future liability. After examining your current portfolio, we determine what you need to save today to fund your retirement and create an investment and savings plan to do so.
- Retirement Planning
- Insurance Planning
- Investment Planning
- Tax Planning
- Planning for Health Car
- Government Bonds
- Corporate Bonds
- Municipal Bonds
- Mutual Funds
- Unit Investment Trusts