TAX OPTIMIZATION & DISTRIBUTION STRATEGIES
Tax Optimization and Distribution Strategies
The U.S. tax code can be difficult to understand when it comes planning for retirement. That’s true when it comes to a traditional wealth management plan and it’s true when it comes to a retirement income plan. Whatever your needs, you should have an adviser who is able to tell you about certain tax-advantaged products or strategies you could use to avoid paying more in taxes than you need to.
Whatever your plan, and whatever your retirement goals, our firm could help you put together a retirement income plan. We’re ready to listen; we’re ready to lend our experience. Call our team today to learn about the latest in tax-efficient strategies for individuals and businesses.
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Phone: 303.222.8034
Fax: 303.600.9520
erik@bowmanfinancialstrategies.com
385 Inverness Pkwy, Suite 390
Englewood, CO 80112
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