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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 in-house estate planning attorney we've worked with for over 20 years, an in-house CPA that's worked with our clients for over 25 years, an in-house insurance specialist husband and wife team, that again, we've worked with for over 15 years and lastly, an in-house 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 the experts under one roof is unique to our practice, and we believe it sets us apart from anyone you would choose to work with.*

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.
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From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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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.