

Prentice Financial Planning
Personalized retirement and estate planning for Olympia families
Retirement planning, annuities and income strategies2018 Caton Way SW, Olympia, WA
Bowman Financial Group is a financial services practice focused on retirement planning. The firm offers retirement income strategies, annuities, IRA and 401(k) rollovers, asset protection, life insurance, tax-efficient strategies, legacy planning, Medicare guidance and wealth management. It describes itself as independent, so it can draw on a range of products and approaches rather than one company's offerings.
The process starts with a meeting to talk through goals and values, followed by a custom retirement plan and ongoing check-ins as needed. Appointments can be scheduled through the website, and the firm also hosts events. It has offices at 2018 Caton Way SW in Olympia and on Olympic Highway North in Shelton. The firm notes that it does not give tax or legal advice.


Personalized retirement and estate planning for Olympia families

Individual, small business, trust and estate tax services


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