It is our goal to provide information, education, and strategies to help ensure our clients and their families have the financial planning tools they need to achieve a successful retirement.
With a focus on a variety of retirement strategies, our goal is to help minimize losses in down years while producing market-like returns during good years. When you are ready for a retirement income stream, your money will be available and you will maintain control of your assets. Sound too good to be true? Let’s talk, and we’ll show you what’s possible.
Brandon founded Bowen Wealth to help his clients pursue the financial independence they deserve in retirement. As a financial advisor, Brandon knows what his clients need and is passionate about helping eliminate financial planning confusion.
We use a simple but effective process to help our clients feel comfortable and cared for. Learn more about what to expect at your first appointments in our office by clicking below.
Because the strategies to help grow and protect wealth are different for high net worth clients, Bowen Wealth offers a separate process for those with a net worth higher than $10,000,000. To find out more about Bowen Private Wealth services, call us at (843) 203-2030, or click below.
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