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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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Currency has been around for a long time. Here’s a quick history lesson.

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You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

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

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This questionnaire will help determine your tolerance for investment risk.

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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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Investment tools and strategies that can enable you to pursue your retirement goals.

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There are some key concepts to understand when investing for retirement

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Here’s a crash course on saving for college.

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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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