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Bowman Financial Group

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Bowman Financial Group

Mission statement:

Our mission is to create and preserve wealth for our clients through long term effective financial planning and wealth management.

Overview:

Bowman Financial Group is a full service financial services firm. As Advisory Representatives of Lincoln Financial Securities, we help our clients grow and potentially protect their financial assets for the purposes of retirement, education, and estate planning. We pursue this through a variety of investment vehicles including, but not limited to traditional and non-traditional investments, real estate, and life insurance.

The professionals of Bowman Financial Group recognize that financial planning is a process, not a product. As your financial advisor, our mission is to define and understand your financial goals and then develop, design and implement a plan to strive to achieve those established goals. We keep you focused on where you want to go, how to get there, and continually remind you of the importance of maintaining a disciplined approach to investing.

We work hands-on with individual clients and institutional investors. Before we make investment recommendations, we analyze your current financial situation and develop goals. We look at your time horizon, risk tolerance and life style needs. We want you to be comfortable that your goals are potentially within reach and to be able to enjoy your life along the way. Together we evaluate your needs and plan for long-term wealth. At Bowman Financial Group, our goal is to be a trusted advisor in a long-term relationship.

We believe the role of a financial advisor is vital to financial success. Our experience, integrity and hard work have helped our clients pursue their goals. We look forward to helping you work towards the future you envision. We appreciate your consideration of Bowman Financial Group and hope to have the opportunity to work with you in the future!

We offer the following comprehensive services:
   * Retirement planning
   * Investment management
   * Portfolio analysis
   * Asset Allocation design
   * College funding strategies
   * Business Planning
   * Executive Bonus solutions
   * Estate Planning
   * Life Insurance
   * Long-term Care Insurance
   * Disability Income Insurance

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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