Brian Bowman

Background

About Brian Bowman

I provide confidential and highly personalized service focused on developing tailored long-term financial plans, investment strategies, and distribution solutions. Before entering into your next phase of life, establishing a plan for managing your investments may be more important than it was during your working years. Working together we can build, implement, review and manage an investment strategy structured to your comfort level and a financial plan to meet existing and future goals. Focusing on: Retirement Account Consolidation, Financial Assessment and Retirement Consultations, Wealth Preservation and Transfer Strategies, Estate Considerations, Asset Allocation Strategies, Business Retirement Plans - 401(K)s, Safe Harbor 401(K)s, Owner K, SEP and SIMPLE IRAs. Designations: CFP® (Certified Financial Planner™) – A professional designation granted by the Certified Financial Planner Board of Standards, Inc. The CFP® designation represents the individual's ability to apply financial planning knowledge to client-specific situations in the areas of financial planning, taxes, insurance, estate planning and retirement. Before a financial professional can be certified as a CFP®, the individual must complete the CFP® Board's certification process consisting of initial requirements in Education, Examination, Experience and Ethics. Applicants for certification must also have a bachelor's degree (or higher), or its equivalent, from an accredited college or university in order to obtain certification. Chartered Retirement Plans Specialist℠ CRPS™ and Accredited Asset Management Specialist℠ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see