Wealth Management & Retirement Planning Made Simple

Through clear explanations, honest advice, and expert guidance, we help retirees across the country reach their retirement goals.

Now offering tax prep and

advisory services through

Impact Tax & Advisory

Pay less in taxes and retire smarter.

Whether you’re approaching retirement or already there, this book offers clear explanations, real-life examples, and actionable strategies to help you take control.

The Retirement Tax Revolution book

Preparing for your financial future can feel rocky. Let Bowman Financial Strategies help you reach the summit.

Bowman Financial Strategies strives to create a personalized financial roadmap to help you reach your retirement goals. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of financial planning—together.

Empowering You with Clarity:

Fiduciary Commitment:

Experience You Can Trust:

Together, we build a clear roadmap for your future. We work closely with you to understand your unique needs, dreams, and aspirations.

We don't just manage money. We get to know you and help manage your resources according to what's in your best interest. Our work is guided by an adherence to a strict fiduciary commitment and high ethical standards.

Erik Bowman, RICP®, NSSA®, CTS™ has over 15 years of experience as a financial advisor, with a proven track record of helping clients navigate complex financial landscapes and achieve their goals.

Are you ready for clear explanations, honest advice, and expert guidance?

Book a complimentary consultation today. Click to book now »

Solving Your Challenges Together.

Oftentimes, clients are struggling with unique challenges or have questions that are too complex to answer without the help of an advisor. Together, we can figure out:

Have you maximized your Social Security?

Are Roth conversions right for you?

Are you worried about taxes in retirement?

Lost in the retirement maze? Feeling overwhelmed? You're not alone. But what if 20% of your effort could create an 80% calmer, more secure retirement?


The 80/20 Retirement Formula reveals the 3 key areas - clear explanations, honest advice, and expert guidance - that empower you to confidently navigate the complexities and achieve your retirement goals.

Financial planning without the headache.

Our retirement planning services, including 401k rollovers and IRA planning, are designed to provide you with a stable and fulfilling retirement.

NOW OFFERING

Tax Preparation and Advisory Services

In addition to comprehensive financial planning and wealth management through Bowman Financial Strategies, tax preparation and advisory services are now available through Impact Tax & Advisory.

Learn More

Resources and Educational Guides

Unlocking Financial Success: The Pitfalls of Advisor Selection

What is Full Retirement Age?

Advisor Vetting Secrets: Your Roadmap to Retirement

How do Marginal Income Tax Brackets Work?

Spousal Benefits Could

Cost You!

Improve your know-how by tuning in for the latest commentary on investment, retirement and insurance topics and trends.