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
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Here are six flags that may make your tax return prime for an IRS audit.
Five phases to changing unhealthy behaviors.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There are hundreds of ETFs available. Should you invest in them?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here is a quick history of the Federal Reserve and an overview of what it does.
When should you take your Social Security benefit?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.