Through clear explanations, honest advice, and expert guidance, we help retirees across the country reach their retirement goals.
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.
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.
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:
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.
Our retirement planning services, including 401k rollovers and IRA planning, are designed to provide you with a stable and fulfilling retirement.
Improve your know-how by tuning in for the latest commentary on investment, retirement and insurance topics and trends.
Investment Advisory Services offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. CreativeOne Wealth, LLC and Bowman Financial Strategies are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 19770 - 2020/2/10