At Bowen Financial Services, we believe in creating financial futures that are as secure as they are fulfilling. Our mission is to guide individuals, families, and business owners through the complexities of retirement and succession planning with expertise, care, and collaboration.

We are more than just financial planners; we are dedicated partners in your journey. By working closely with your attorneys and accountants, we ensure that every aspect of your financial future is meticulously planned and protected. Our team approach allows us to tailor solutions that are as unique as the clients we serve, offering peace of mind through informed decisions and strategic planning.

Our commitment is to make you feel confident and cared for, knowing that the steps you take today will safeguard your tomorrow. Whether planning for your retirement or navigating the transition of your business to the next generation, we stand by your side, turning your goals into reality with integrity and personalized attention.

 

Introductory Meeting/Call Box

This is an opportunity for us to understand your current situation and your thoughts. We will review any preliminary questionnaires and information you’ve provided. We'll evaluate whether we’re a good fit, build rapport, and explain our firm's process and confirm the next steps."

 

Strategy & Data Gathering Meeting

We will review your confidential profile, if available, and collect any additional information or documents needed to help you organize your finances. By concentrating on your concerns, goals, and desires, we aim to understand your unique needs and objectives more clearly. This will provide us with a comprehensive view of your financial situation and address the questions that brought you to us. This meeting serves as our first step in analyzing and assessing your current financial status together. We’ll offer some observations and suggestions about your situation and work with you to review your priorities going forward. We’ll outline how our collaboration will proceed, and if you choose to move forward with us, we’ll guide you through our new client process

 

Implementation and Wealth Plan Presentation

In the implementation and wealth plan presentation meeting, we will outline the steps required to open your policies, set up accounts, transfer assets, and ensure you’re fully informed about our process. We’ll review the progress of any outstanding items or recommendations and focus on developing a strategy for your high-priority concerns and their timing over the next 12 months

 

On Going Planning

After the onboarding process is complete, we will begin our ongoing monitoring and review process, which is designed to ensure you are progressing towards your goals and objectives.

 

Introductory Meeting/Call Box

This is an opportunity for us to understand your current situation and your thoughts. We will review any preliminary questionnaires and information you’ve provided. We'll evaluate whether we’re a good fit, build rapport, and explain our firm's process and confirm the next steps."

 

Strategy & Data Gathering Meeting

We will review your confidential profile, if available, and collect any additional information or documents needed to help you organize your finances. By concentrating on your concerns, goals, and desires, we aim to understand your unique needs and objectives more clearly. This will provide us with a comprehensive view of your financial situation and address the questions that brought you to us. This meeting serves as our first step in analyzing and assessing your current financial status together. We’ll offer some observations and suggestions about your situation and work with you to review your priorities going forward. We’ll outline how our collaboration will proceed, and if you choose to move forward with us, we’ll guide you through our new client process

 

Implementation and Wealth Plan Presentation

In the implementation and wealth plan presentation meeting, we will outline the steps required to open your policies, set up accounts, transfer assets, and ensure you’re fully informed about our process. We’ll review the progress of any outstanding items or recommendations and focus on developing a strategy for your high-priority concerns and their timing over the next 12 months

 

On Going Planning

After the onboarding process is complete, we will begin our ongoing monitoring and review process, which is designed to ensure you are progressing towards your goals and objectives.

 

Introductory Meeting/Call Box

This is an opportunity for us to understand your current situation and your thoughts. We will review any preliminary questionnaires and information you’ve provided. We'll evaluate whether we’re a good fit, build rapport, and explain our firm's process and confirm the next steps."

 

Strategy & Data Gathering Meeting

We will review your confidential profile, if available, and collect any additional information or documents needed to help you organize your finances. By concentrating on your concerns, goals, and desires, we aim to understand your unique needs and objectives more clearly. This will provide us with a comprehensive view of your financial situation and address the questions that brought you to us. This meeting serves as our first step in analyzing and assessing your current financial status together. We’ll offer some observations and suggestions about your situation and work with you to review your priorities going forward. We’ll outline how our collaboration will proceed, and if you choose to move forward with us, we’ll guide you through our new client process

 

Implementation and Wealth Plan Presentation

In the implementation and wealth plan presentation meeting, we will outline the steps required to open your policies, set up accounts, transfer assets, and ensure you’re fully informed about our process. We’ll review the progress of any outstanding items or recommendations and focus on developing a strategy for your high-priority concerns and their timing over the next 12 months

 

On Going Planning

After the onboarding process is complete, we will begin our ongoing monitoring and review process, which is designed to ensure you are progressing towards your goals and objectives.