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
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
For many, retirement includes contributing their time and talents to an organization in need.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This checklist can give you a quick snapshot of how prepared you are.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Tax preparation may be the perfect time to give the household budget a check-up.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
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.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
All about how missing the best market days (or the worst!) might affect your portfolio.
Smart investors take the time to separate emotion from fact.
What does your home really cost?
Here’s a quick guide to checking to see if you have unclaimed money.
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.