Bowen Wealth
Bowen Wealth seeks to protect, grow, and reduce taxes on your wealth.
It is our goal to provide information, education and strategies to ensure our clients and their families have the tools they need to achieve a successful retirement. Specializing in a variety of retirement strategies, let us help you make the best decision for your situation. Whether you currently have an advisor or not, let us provide a "second opinion" and discuss areas where improvements can be made.
Watch Brandon discuss the upcoming election and your retirement!
Watch Brandon on WCIVโs Lowcountry Live TODAY at 10am! ๐บ
Happy Labor Day! As we celebrate the hard work and dedication of workers across the nation, let's also take a moment to reflect on our financial goals and future aspirations. Whether you're just starting your career, in the midst of your working years, or planning for retirement, today is a great reminder of the importance of planning and preparing for a confident financial future.
"Retirement no longer feels far off for Generation X โ those born between 1965 and 1980. A fortunate few may have already exited the workforce and many more will follow in the next two decades."
Some Gen Xers can start dipping into retirement savings without penalty, but should you? Accessing life savings is about to get a lot cheaper for some members of Generation X, but that doesn't mean now is the time to crack open nest eggs.
Here's another retirement tip for you!
Catch Brandon over the next 9 weeks discussing your most requested topics on Lowcountry Live WCIV!
In honor of National Golf Month, here's a throwback to the Murray Bros. Caddyshack Golf Tournament! โณ
Is a lower tax bracket in retirement really possible? Brandon answers on The Money Report!
We're proud to help the people of Charleston pursue the financial independence they deserve! Ready to take charge of your financial future? Click here to contact us and schedule a complimentary consultation ๐ https://bit.ly/3VyLKjy
We're here to answer all your retirement questions!
There's no better feeling than being ready for retirement! ๐ If you're ready to plan for the retirement of your dreams, visit bowenwealth.com to learn more about our financial services!
Here's your retirement word of the day!
Brandon discusses finding the "right time" to retire on this segment of The Money Report! ๐บ
Here's another retirement tip for you!
Here's a throwback to Brandon's interview with Candace Owens where they discuss, among other things, the role her grandfather played in her life and so much more!
Click here to listen to the full interview ๐ https://omny.fm/shows/charlestons-retirement-coach/brandon-bowen-interviews-candace-owens?in_playlist=podcast
When was the last time you reviewed your annuity? Does it still meet your needs? Know where your annuity stands with our Annuity Income Analysis! Click here to get started ๐ https://bit.ly/45CXeac
We've got some new TV segments coming soon! ๐บ Click here to learn more ๐ https://bit.ly/3KSfWkT
Here's a retirement tip for you!
Enjoy the fireworks, family, and festivities today, and remember, financial freedom is within your reach! ๐ฅ
Wishing everyone a safe and happy Independence Day!
Meet our Founder & CEO! ๐
Brandonโs passion is to eliminate the confusion of retirement, wealth management, and tax planning. Brandonโs experience as an Investment Advisor Representative and licensed insurance agent gives him a perspective that can lend you added peace of mind because you are prepared, no matter what the future may hold. Through his strengths and abilities in developing client-focused financial plans, Brandon has built countless relationships with clients, which is the true reward he seeks.
Get to know Brandon better and why he is so passionate about his role in helping you retire with financial independence!
Get to know Brandon better with this short video!
Start finding the answers to some of the biggest, and most important, retirement questions with this book list.
The 7 Best Retirement Books Start finding the answers to the biggest, and most important, retirement questions with this book list.
June is Great Outdoors Month! It's a great time to reconnect with your surroundings and recharge your spirit. The same line of thinking can be a great boost for your retirement planning. Whether it's time to try something new or simply checking in to reassure yourself that your plans and current actions are aligned, use Great Outdoors Month to put some sunlight and fresh air on your retirement strategy.
Your INCOME plan is the first and most important piece to figure out. We can help and would love to start with a simple conversation.
More people are turning 65 this year than ever before. That has sparked a gold rush for the retirement industry | CNN Business An average of 11,200 Americans will reach retirement age each day in 2024, according to a recent report by the Alliance for Lifetime Income. The report found that the largest number of Americans are set to turn 65 in US history this yearโand that number is set to creep higher for the next three ye...
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302 WIngo Way, Suite 203
Mount Pleasant, SC
29464
Opening Hours
Monday | 9am - 5pm |
Tuesday | 9am - 5pm |
Wednesday | 9am - 5pm |
Thursday | 9am - 5pm |
Friday | 9am - 2:30pm |
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