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Lifetime Retirement Strategies

Lifetime Retirement Strategies

Thank you for taking the time to drop by our website. My name is Ken Bowers and I've been an advisor for over 31 years in Albuquerque but, before I introduce my team, and how we could assist you, let's start with the number one question I think you should be asking with regard to a financial advisor, can I trust you? I will say yes, and here's why. Courtney (my wife and financial advisor for 25 years in Albuquerque) and myself pride ourselves by going the extra mile for our clients. Our clients are an extended family that we treasure, and for most of our clients, the kids and grandchildren are clients too, it has been a blessing to have these life long relationships. 

To best serve our clients varying needs we have an estate planning attorney we've worked with for over 20 years, a CPA that's worked with our clients for over 25 years, an insurance specialist husband and wife team, that again, we've worked with for over 15 years and lastly, a Medicare supplement specialist that we've worked with just in the past few years, but a person I've known for more than 10 years. Having all these experts under one roof is unique to our practice, and we believe it sets us apart from anyone you would choose to work with.*

Comparing Investments

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.
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Medicare Advantage 101

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.
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Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.
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*Ken and Courtney Bowers are Registered Representative with United Planners.
Other individuals referenced are not affiliated with United Planners.
United Planners and its representative do not provide tax or legal services.