Estate Planning

Bowen Insurance Group works with you and your family by assisting to ensure that you and your spouse, children, parents, or siblings are properly taken care of. Whether your estate is large or small we help create a small team to help understand and deliver your wants.

Succession Planning

Succession planning is a process for identifying and developing employees to fill the responsibilities of roles within the organization. The goal of succession planning is not to make the current leadership replaceable, but instead to ensure business continuity and growth.

Social Security Strategies

We want you to be able to maximize your Social Security Benefits, when we meet we will discuss your future plans and goals and make a plan from there.

Tax Savings Strategies

No one likes taxes. But through the advice of a financial professional, you can access products and services that help ease the burden. Charitable contributions, life insurance policies and certain investment products can all be useful tools in an effective tax strategy. The advantages of tax planning are to help decrease the amount of tax owed and to help save money for the future. Together, we will consider your personal situation and design a strategy that fits your needs.