Bowman Financial Strategies
Clients Come First.
At the heart of our services is you. We specialize in crafting financial plans that minimize your taxes and maximize your benefits.
We Were Founded on the Principle That
Clients Come First.
Our goal is to help you achieve your dreams. A work optional lifestyle where you can do the things you want to do, where and when you want to do them...with the people you care about most.
We apply sound principals and years of experience to alleviate anxiety, help you feel confident using a proven process we call the 80/20 retirement formulaWe apply sound principles and years of experience to ease anxiety and help you feel confident, using a proven process that focuses on the decisions that matter most.
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.
Relationships & a holistic approach to retirement.
What makes us different from other advisory firms are the relationships that we build & the holistic approach we take to helping you prepare for retirement.
Our seminars offer clarity, not sales pitches.
Our retirement planning services, including 401k rollovers and IRA planning, are designed to provide you with a stable and fulfilling retirement.
Erik Bowman, RICP®, NSSA®, CTS™
Founder & Wealth Advisor
Erik Bowman, RICP®, NSSA®, CTS™, is a seasoned wealth advisor and the founder of Bowman Financial Strategies, a boutique firm dedicated to guiding clients through the complexities of retirement planning. Erik began his career in 2009 as CEO of Sun Energy Funding, a renewable energy financing company. His passion for helping individuals achieve financial security led him to a role as Regional Vice President at a global financial firm, where he managed and mentored a team of 20 financial advisors. In 2016, Erik established Bowman Financial Strategies in Englewood, Colorado, to focus on personalized retirement transition planning, emphasizing tax-efficient strategies, Social Security optimization, pension planning, and risk management.
As a fiduciary, Erik adheres to the Department of Labor’s fiduciary standard, ensuring that all advice prioritizes clients’ best interests. His mission is to simplify complex financial concepts and create clear, actionable roadmaps, tailored to each client’s unique goals, helping them maximize retirement income while minimizing tax burdens. Erik’s firm offers comprehensive services, including investment advisory through CreativeOne Wealth, LLC, tax planning, legacy planning, philanthropic planning, and wealth management aligned with clients’ risk tolerance. His expertise has been recognized through accreditations like the Retirement Income Certified Professional (RICP®), National Social Security Advisor (NSSA®), and Certified Tax Specialist (CTS®), equipping him to navigate intricate retirement landscapes.
An engaging public speaker, Erik has been educating audiences since 2012 through workshops and seminars. He provides practical insights on retirement planning, tax strategies, pension and Social Security planning, empowering pre-retirees, and retirees to make confident decisions. Erik also hosts the Uncommon Cents podcast, offering actionable tools for a secure retirement, and shares educational content via YouTube and Facebook. His thought leadership extends to publications in Kiplinger and his book, ‘The Retirement Tax Revolution,’ which explores tax-efficient retirement strategies.
Before his financial career, Erik earned a BS in Business Administration from the University of Colorado and was the Distinguished Military Graduate in his class. His years of service began as a combat medic in West Germany (1986–1989), where he received the Army Commendation Medal for saving a young boy’s life. In December 1994 he was commissioned as an Armor Officer through CU’s Army ROTC. Serving through 1998, these years further cultivated a deep sense of duty, leadership, and responsibility that defines his client-focused approach today.
Erik and his wife, Heidi, have raised four children and enjoy family time, community involvement, good food, outdoor activities, music, and travel. For folks contemplating the challenging choices retirement presents, Erik’s expertise and commitment to clear, honest guidance make him a trusted partner in building a confident financial future.
