Bowman Financial Strategies

Wealth Management & Retirement Planning Made Simple

Through clear explanations, honest advice, and expert guidance, we help retirees across the country reach their retirement goals.

Preparing for your financial future can feel rocky. Let Bowman Financial Strategies help you reach the summit.

Bowman Financial Strategies strives to create a personalized financial roadmap to help you reach your retirement goals. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of financial planning—together.

Retirement Income Planning

Learn how to keep more of what you earn with our effective tax minimization strategies to help you reduce tax burdens and enhance your savings.

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Wealth Management

Enhance your investments with our tailored wealth services, offering guidance in aligning your portfolio with your risk tolerance and financial goals.

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Legacy Planning

Secure your legacy with our comprehensive estate planning services with assistance in creating clear, structured plans for your estate.

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Social Security Maximization

Learn how to keep more of what you earn with our effective tax minimization strategies to help you reduce tax burdens and enhance your savings.

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Tax Minimization Strategies

Enhance your investments with our tailored wealth services, offering guidance in aligning your portfolio with your risk tolerance and financial goals.

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Defined Benefit

Pension Maximization

Secure your legacy with our comprehensive estate planning services with assistance in creating clear, structured plans for your estate.

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Empowering You with Clarity:

Fiduciary Commitment:

Experience You Can Trust:

Together, we build a clear roadmap for your future. We work closely with you to understand your unique needs, dreams, and aspirations.

We don't just manage money. We get to know you and help manage your resources according to what's in your best interest. Our work is guided by an adherence to a strict fiduciary commitment and high ethical standards.

Erik Bowman has over 15 years of experience as a financial advisor, with a proven track record of helping clients navigate complex financial landscapes and achieve their goals.

Are you ready for clear explanations, honest advice, and expert guidance?

Book a complimentary consultation today. Click to book now »

Solving Your Challenges Together.

Oftentimes, clients are struggling with unique challenges or have questions that are too complex to answer without the help of an advisor. Together, we can figure out:

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Lost in the retirement maze? Feeling overwhelmed? You're not alone. But what if 20% of your effort could create an 80% calmer, more secure retirement?

The 80/20 Retirement Formula reveals the 3 key areas - clear explanations, honest advice, and expert guidance - that empower you to confidently navigate the complexities and achieve your retirement goals.

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Financial planning without the headache.

Our retirement planning services, including 401k rollovers and IRA planning, are designed to provide you with a stable and fulfilling retirement.

Resources and Educational Guides

Unlocking Financial Success: The Pitfalls of Advisor Selection

What is Full Retirement Age?

Required Minimum Distribution

Advisor Vetting Secrets: Your Roadmap to Retirement

How do Marginal Income Tax Brackets Work?

Spousal Benefits Could

Cost You!

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