Bowman Financial Strategies

Tax Optimization &

Distribution Strategies.

Tax optimization services in Englewood, Colorado

Tax Optimization & Distribution

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.

Understanding Sequence of Returns Risk to Avoid Common Retirement Pitfalls

When it comes to retirement, getting the “timing” right can greatly impact the amount of money you have in retirement and how long it lasts. Sequence of Returns risk happens when there is a market downturn early in retirement, making it difficult to recover the losses. Read on for strategies to mitigate risk and hopefully avoid losses from market decline.