Learn more about Social Security, Pensions and Insurance, Annuities, Taxes and Investment Strategies from our very own Erik Bowman. We are on a mission. Bowman Financial Strategies is committed to helping our clients move towards the highest possible net income in retirement. We do this with an efficient process, ultimately recommending and implementing effective financial strategies.
Roth Conversions, Investment Management, Tax-Loss Harvesting, Social Security & Pension Maximization, and Asset Protection Strategies are just some of the ways we help our clients retire with confidence and predictability. Once we know what you need, we'll start making a plan that fits your needs, first and foremost.
Roth Conversions, Investment Management, Tax-Loss Harvesting, Social Security & Pension Maximization, and Asset Protection Strategies are just some of the ways we help our clients retire with confidence and predictability. Once we know what you need, we'll start making a plan that fits your needs, first and foremost.
Services
Thought leadership in Tax-efficient Distributions Differentiates Bowman Financial Strategies from the rest. Our worldview is shaped by the two broad phases our clients face in their wealth management journeys. First, accumulation, where people build wealth while they're working. During the accumulation phase, people may have risk tolerances than they will later, when they're entering pre-retirement.
Gretchen is the executive assistant to Erik Bowman, as well as the firm's office manager. She coordinates client meetings, manages the administration and establishment of all new clients, and addresses incoming client communication. Gretchen is also an avid horse lover and her family participates in equestrian events on a regular basis.
At Bowman Financial Strategies we are positioned as a fiduciary and make recommendations only in your best interest. We document our processes so we can prove we're acting in your best interest as custodians of your money. As independent advisers, we can help you build a financial portfolio that reflects whatever level of risk you're comfortable with when you're investing.
We think investing advice still means something to clients-and we personally believe advisers do add value to plans and portfolios. Nothing can protect an individual completely from market volatility, but we align our clients' portfolios with their risk tolerances to ensure that they're comfortable with their wealth management choices.
We take the time to listen to your needs and formulate a plan to take you from the accumulation phase of your life to the distribution phase. According to one study, 43% of people in America aren't afraid of being bored, unable to travel, or dying in retirement-their #1 fear is outliving their money.'
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