How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

At Bowman Financial Solutions, we provide expert assistance in the following areas:


Brokerage Accounts

Mutual Funds

Traditional IRA

Roth IRA


Simple IRA

Stocks and Bonds

Variable, Index and Fixed Annuities

Financial Planning

Retirement Plans

401k Planning

403b Planning

College Plans

Estate Plans

Money Management

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long Term Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (704) 872-7710