Welcome to Bowman Financial Group
Welcome to Bowman Financial Group! Our mission is to help create and preserve wealth for our clients through long term effective financial strategies and wealth management. We build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and progress toward these goals. As an Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., we offer the following comprehensive services:
- Wealth Management
- Portfolio Analysis
- Individualized Portfolio Allocation Design
- Financial Planning
- Retirement Planning
- Business Planning
- College Funding Strategies
- Life Insurance
- Long-Term Care Insurance
- Disability Income Insurance
We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before and acknowledge that working with specialized investment professionals provides them with a level of confidence and security. Wealth accumulation and estate preservation includes coordinating our planning with tax and legal professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions
We have designed this site for clients and visitors to use as a complete financial planning and investment resource. We encourage you to explore our site to learn more about our organization and the array of resources available to you from one comprehensive site. You will find a host of information, including current financial market updates, articles, investment research tools, financial planning resources and calculators, as well as useful links to other financial planning and investment related sites.
If you have any questions, please email us or call to make an appointment
Cambridge Investment Research and its representatives do not offer tax advice. Individuals should consult their tax or legal professional regarding their specific circumstances.
