Bowen Financial Services

Bowen Financial Services Our collaboration with your advisors ensures tailored strategies and peace of mind. As with any security, request a prospectus from your representative.

Bowen Financial Services assists individuals, families, and business owners in securing their financial futures through personalized retirement and succession planning. Kelly Bowen offers products and services using the following business names: Bowen Financial Services – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org/www.sipc.org) – sec

urities and investments. AIC is not affiliated with Bowen Financial Services or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC or its representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this social media page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Myth: I’ll Start Saving When I Make More”Truth? You’ll likely spend more too.📉 Saving isn’t about your income—it’s about...
07/25/2025

Myth: I’ll Start Saving When I Make More”
Truth? You’ll likely spend more too.
📉 Saving isn’t about your income—it’s about your habits.
Start small now. Scale over time.
Future you will be grateful.

Building a future of freedom starts with avoiding what most people do wrong.Let's help you do it right.☑️
07/23/2025

Building a future of freedom starts with avoiding what most people do wrong.
Let's help you do it right.☑️

📅This week we are talking about retirement goals in your 30s-40s do you know the difference between a Roth vs Traditiona...
07/21/2025

📅This week we are talking about retirement goals in your 30s-40s do you know the difference between a Roth vs Traditional IRA?

The right choice depends on your future income, not just your age.

Tax-Advantaged? Yes, Please.Permanent life insurance policies can grow cash value tax-deferred🔁 That means:✅ No capital ...
07/18/2025

Tax-Advantaged? Yes, Please.
Permanent life insurance policies can grow cash value tax-deferred

🔁 That means:
✅ No capital gains taxes while it grows
✅ Access funds tax-free via policy loans
✅ Keep retirement withdrawals flexible

It’s not just insurance—it’s a tax-smart asset.

Life Insurance: A Living Financial ToolMost people think life insurance is just for the end of life.The truth? It can be...
07/16/2025

Life Insurance: A Living Financial Tool
Most people think life insurance is just for the end of life.
The truth? It can be a powerful living financial tool.

🛡️ Tax-deferred growth
💸 Access to cash value in retirement
💼 Liquidity for business planning

It’s time to rethink how life insurance fits into your long-term plan.

07/09/2025
⏱ Are you on Track for Retirement? Let's review your retirement plan.
06/30/2025

⏱ Are you on Track for Retirement?
Let's review your retirement plan.

📅 June 28 is National Insurance Awareness Day!Let’s talk about a powerful (and often overlooked) tool in your wealth-bui...
06/28/2025

📅 June 28 is National Insurance Awareness Day!

Let’s talk about a powerful (and often overlooked) tool in your wealth-building strategy: INSURANCE.

Whether you're protecting your life, income, health, or assets — insurance isn't just about risk management. It's a core pillar of financial wellness and legacy planning. ✅

🔍 Why should you review your policies today?

📌 Life Insurance: Essential for protecting your family and estate.
📌 Disability Insurance: Often underestimated — protects your income if you're unable to work.
📌 Long-Term Care Insurance: Helps avoid depleting your retirement savings due to medical costs.

💡 Did you know?
Over 50% of Americans are underinsured or don't have enough life insurance to cover their needs. (Source: LIMRA, 2023)
And 70% of adults over 65 will need long-term care. (Source: U.S. Dept. of Health & Human Services)
🛡️💰👨‍👩‍👧‍👦

Let's talk exit strategies!
06/25/2025

Let's talk exit strategies!

Address

111 W 15th Street
Burley, ID
83318

Opening Hours

Monday 9am - 12pm
1pm - 5pm
Tuesday 9am - 12pm
1pm - 5pm
Wednesday 9am - 12pm
1pm - 5pm
Thursday 9am - 12pm
1pm - 5pm
Friday 9am - 12pm
1pm - 5pm

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