Thank you for your interest in Bowman Financial Services, specialists in ​​retirement ​​​​​​​planning and assest management. ​​We realize your retirement is a big decision and know the uneasiness you may experience. Our firm has been helping retirees and those about to retire since 1995. We have a structured program for assisting you with your retirement planning and managing your assets on an ongoing basis after you retire.

We adhere to the practice standards and methods of the Certified Financial Planner Board of Standards, the professional regulatory organization that fosters professional standards in personal financial planning. This provides the public with access to and benefits from competent and ethical financial planning. We specialize in assisting business owners, doctors and corporate executives with funding their retirement and reaching their goals. Giving you the confidence that comes with knowing you have properly planned for your retirement years and partnering with you with your goals is our top priority. We view your retirement as a liability you must fund in the future. Based on your retirement lifestyle choices, we estimate the cost of that future liability. After examining your current portfolio, we determine what you need to save today to fund your retirement and create an investment and savings plan to do so.

We pride ourselves on being here for you. Find out more by scheduling your own personal financial consultation and contact us with any questions. We look forward to meeting you.

Schedule your personal financial consultation today.

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FINANCIAL PLANNING SERVICES

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EQUITIES

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FIXED INCOME

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INSURANCE PRODUCTS

We can help

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Investment Analysis

Risks, Returns, Fees

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Retirement Analysis

Budget, Inflation, Taxes

Long Term

Long Term Analysis

Needs Analysis, Alternative Solutions

About Us

Gary Bowman has been assisting investors for nearly 30 years. His career began as a retirement planning specialist with Dean Witter Reynolds in 1990.

Gary has taught several financial strategy workshops and classes over the past 25 years including "Basic Investing" at Orange Coast Community College and "Successful Retirement Planning" though Fountain Valley Community Services Department.

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Call Us Today!
(800) 633-8031

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UPCOMING EVENTS