In this exciting episode of Right on the Money, we’re joined by the brilliant Erik Bowman, founder of Bowman Financial Strategies, to uncover the secrets of choosing the perfect financial advisor. We’ve already tackled essential tips like not rushing into the first advisor you meet and the importance of fiduciary credentials. Now, we’re diving into the critical topic of finding an advisor with the right specialty and investment strategy that aligns with your goals.
Erik shares his systematic approach to ensuring a perfect match between advisors and clients. Discover the importance of picking an advisor who understands your unique financial aspirations, rather than settling for cookie-cutter solutions. Plus, learn how Erik’s firm evaluates assets, attitude, and advocacy to ensure a harmonious partnership.
Stay tuned after the break to find out the crucial, yet often overlooked, question: How does your advisor get paid? Don’t miss out on this enlightening conversation that could transform your financial future. Contact Erik Bowman and Bowman Financial Strategies to take the next step toward achieving your financial goals.
For more Right on the Money: http://rightonthemoneyshow.com
To learn more about Erik Bowman, visit: https://www.bowmanfinancialstrategies.com/
For Erik Bowman’s Podcast: https://www.bowmanfinancialstrategies.com/podcasts
Schedule a phone call with Erik: https://calendly.com/bfs-2019/web-inquiry-phone-call-with-erik-bowman
Investment Advisory Services offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. CreativeOne Wealth, LLC and Bowman Financial Strategies are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 17354577- 2023/09/19