Services

Our Services

Bowen Financial Group focuses on tailor-made retirement income planning and investment management to match your lifestyle. We can also help with tax, estate, and legacy planning while helping ensure you’re covered for any financial scenario.

Retirement Income Planning

You have worked hard and saved money throughout your career with the purpose of funding retirement in a tax-conscious manner. Now you need a retirement plan that emphasizes protection. Let us provide you with retirement consulting and personalized strategy that features added safety, income, and control of your savings, FIAs, pension, Social Security, and more. Find out more here.

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Investment Management

If you could do 2008 all over again, what would you change? Your mutual funds, stocks, bonds, and ETFs could be at risk against the market’s volatility.

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Tax Planning

What if we could find extra monthly income, just by setting your taxes straight? Tax minimization is complex and unique for each individual. We can help you understand the choices and options available to you in the wake of Trumps’ new tax plan.

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Long-Term Healthcare

At age 70 ½, the federal government requires minimum distributions to begin on most accounts. However, with the right strategy, your taxable income could be lowered tremendously. Let's talk. We can help!

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Estate & Legacy Planning

We believe planning your estate and legacy is one of the most important things you can do. Together with outside estate planning attorneys, we can help manage your inheritance, will, and trust so your wealth gets passed on exactly how you want it to.

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OUR DIVISIONS

EVERYDAY CLIENT

This client typically is preparing for or currently in retirement. This client has needs and objectives in the following areas:

PRIVATE WEALTH CLIENT

Typically, a private wealth client has a net worth higher than $10,000,000 and their needs and objectives often expect a higher level of service in the following areas:

To find out more about Bowen Private Wealth, click here

This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Bowen Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

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