Wealth Management for Every Season of Your Life
Bowman Asset Management was founded in 1996 to work with individual investors and small business owners. Focusing on wealth preservation, retirement income planning, and tax-managed investment strategies, Bowman Asset Management is here to support you in your journey to financial security. We customize solutions for our clients and create 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.
The Importance of an Independent Financial Advisor
Bowman Asset Management Wealth Management System
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Here's a breakdown of how the federal government spends your tax money.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Taking your Social Security benefits at the right time may help maximize your benefit.
It's easy to let investments accumulate like old receipts in a junk drawer.
A special needs trust helps care for a special needs child when you’re gone.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Agent Jane Bond is on the case, cracking the code on bonds.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.