Personal Tax Investments Services
Beyond our small business services, payroll services, and personal tax services, Bowman & Company offers other personal financial services to properly build and manage your wealth. We will work with you to set goals, determine how to achieve them, and monitor your progress along the way.
Personal Wealth Management
Accumulating money isn’t as easy as socking it away in a drawer next to your bed. Investing can be a scary and intimidating process without guidance from a skilled financial advisor. At Bowman & Company, we work with our individual clients to manage their current funds, intelligently invest new funds, and accumulate their desired amount of wealth. We use a unique bucket system for wealth management to ensure that your future is stable and not as subject to market highs and lows. Additionally, we offer an easy to understand year to year net worth analysis.
Many small business owners want to offer retirement plans to their staff but aren’t sure how to get the process started. Our friendly professionals will guide you through the process, from setting up the retirement plans, to how to invest in them, to make withdrawals once you retire. Preparing for the future is easier than ever when you set up your small business retirement plans through Bowman & Company.
If you’re an individual looking for retirement planning assistance, we offer many different retirement plans, including personal IRAs. We can help you choose the right plan for your current income level and calculate your project savings need. Saving for retirement can seem like an insurmountable goal, but we will break the process down into smaller steps and help you see your progress along the way.
Education & Emergency Funding
Just like you want the best future for yourself, you also want the best future possible for your children. Saving for education is something that many parents put off until it’s too late. Bowman & Company can work with you to safely invest money for your children’s education or take part in other programs to ensure a funded educational future for your kids.
Financial Services from Bowman & Company
Bowman & Company PCA, PC provides all of our individual and small business customers with experienced, accurate, and affordable financial services. We are a one-stop shop for financial services aimed at decreasing your taxes and increasing your net worth through responsible, timely, and accurate recordkeeping. We offer our services to clients throughout the Washington, D.C. metropolitan area including Maryland and Baltimore County, Columbia, and Howard County. For more information on our offerings, contact us online or call us at (410) 381-8121.