About Bowman Financial Strategies
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Meet Erik Bowman
Erik Bowman is a licensed wealth advisor with nearly three decades of experience that includes six years of active duty military service, business leadership, and financial acumen. He holds FINRA series licenses including the Series 66 (Uniform Combined State Law Examination), Series 7 (General Securities) and Series 24 (General Securities Principal Qualification). In addition, Erik is Long-Term Care certified in the state of Colorado.
Bowman Financial Strategies’ mission is to help our clients work toward the highest possible income stream in retirement by implementing effective investment, Social Security and pension planning strategies while protecting their families with appropriate risk-management tools.
Our team of honest, friendly, and diligent people are here to serve. Local families just like you. Read more about our team to get to know us better!
Our 5-Step Process
At Bowman Financial Strategies, we follow the Department of Labor (DOL) fiduciary standard when working with clients, which means we act in only the best interest of our clients and ensure that all retirement advice given is suitable to the client’s objectives, needs and circumstances.
- Establish the Relationship – Discovery Meeting
- Creating your Customized Financial Plan
- Present your Customized Financial Plan
- Ongoing Periodic Financial Reviews
Our purpose is to help you prepare for retirement and feel confident that you can maintain the standard of living you envisioned. We want to remove the anxiety so you can enjoy your life!
Request your complimentary Financial Wellness Consultation.
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