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Services

You. Front and Center.

You, your family, your business – our success depends upon your success. In a world of sensational headlines, political unrest, turbulent markets and economic uncertainty, it is easy to become distracted by the events surrounding us. We do not lose sight of our mission, to assist you in pursuing your financial success – however you may define it.

We seek to understand your current situation and your definition of financial success. Our firm specializes in helping companies and individuals develop sound financial strategies. Whether your objective is to establish a customized retirement strategy, transition your business, protect your family from economic hardship as a result of death or disability, or perform a comprehensive financial review, we have the tools and experience you need.

We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. Because we are an independently managed firm, the associates at Bowman Gaskins never have sales quotas or try to push proprietary products. Our sole objective is YOUR financial success.

Investments

Stocks

Bonds

Mutual Funds

Exchange Traded Funds (ETF)

Unit Investment Trusts (UIT)

Limited Partnerships

Government Securities

Municipal Bonds

Fixed and Variable Annuities

Insurance

Health

Term Life

Whole Life

Survivorship Life

Variable Life

Disability Income

Long Term Care

Dental

Vision

Indemnity Plans

Medicare Supplement


Group Benefits

Health

Term Life

Variable Life

Dental

Vision

Indemnity Plans

Planning Services

Financial Planning

Estate Planning

College Planning

Retirement Planning

Business Succession Planning

Risk Management

3(21) Fiduciary

3(38) Fiduciary

Group Plans

Long Term Care

Section 125

Profit Sharing

401(k)

403(b)

Section 457

Money Purchase

Cash Balance

Defined Benefit

ESOP



Individual Plans

Traditional IRA

Roth IRA

SEP IRA

Individual 401(k)

Education IRA

529 College Savings

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

abowman@bowmangaskins.com | (877) 319-3940