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
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
A change in your mindset during retirement may drive changes to your portfolio.
Ascertaining the value of your business is important for a variety of reasons.
This checklist can give you a quick snapshot of how prepared you are.
Purchasing homeowners insurance is critical for protecting your home.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Do you know these three personal finance sayings?
Here’s a crash course on saving for college.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
$1 million in a diversified portfolio could help finance part of your retirement.