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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.*

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
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Conquering Retirement Challenges for Women

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.
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A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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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.