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At Bowman Wealth Management ,a high degree of attention is given to portfolio design.Your wants and needs are matched with your written analysis, to determine the most appropriate asset allocation.
The advice provided in a written financial plan, whether basic or comprehensive, will serve to aid you in decisions about your current finances, and guide you as you pursue future goals and objectives.
Although not synonymous terms, both tax & estate planning can have the objective of taking advantage of tax laws that allow one to minimize their tax burden.Regardless of the reasons for an estate plan: selling a business, protecting family wealth, providing an income & lifestyle, or being philanthropic, we will work with your estate planning attorney to ensure the assets used to fund your trust are structured to meet their intended purpose.
Reviewing tax returns can be an essential part of the planning and advising process. Preparing tax returns also gives great insight into what opportunities are available to help minimize your tax burden. Therefore, tax preparation is offered as a stand alone service.
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