Bowman Asset Management, Inc.
Focusing on Wealth Preservation and Retirement Income Planning

Follow this link to learn more about our services and our Comprehensive Wealth Management System

Bowman Asset Management works with individual investors and small businesses focusing on wealth preservation and tax-managed investment strategies.  We customize solutions for our clients by creating retirement income plans to help them meet their current needs and long term goals.  Our company is built on a solid foundation of professional client service and in-depth market knowledge.

We believe strongly in client education, and as an ongoing service provide investment seminars for our clients, their families and friends.  Please see our schedule of upcoming seminars and register online or call us to reserve seating.

We have representatives in this office licensed and registered to offer products and services in [MI]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.
Calculators

Lease Payment

How much would your monthly lease payment be?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Newsletters

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

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