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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.*

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.
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Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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What Is My Life Expectancy?

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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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.