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
Making the most of surprises is a great reason to work with us.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
There are four very good reasons to start investing. Do you know what they are?
The latest trends in travel reflect a rich menu of exciting new possibilities.
Tips to avoid checking in luggage on your next vacation.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
To choose a plan, it’s important to ask yourself four key questions.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
What is your plan for health care during retirement?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Learn how to harness the power of compound interest for your investments.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.