Bohannon Financial - Primerica

Bohannon Financial - Primerica Bohannon Financial's mission is to help people achieve their financial aspirations.

The financial advisors who are part of Bohannon Financial are committed and believe that "You" are their "Why" for being in this business.

To kick off March, the Bohannon Financial - Primerica team gathered in Cedar Rapids. As we continue focusing on helping ...
03/31/2026

To kick off March, the Bohannon Financial - Primerica team gathered in Cedar Rapids. As we continue focusing on helping those reach their retirement goals, we appreciate Dana, Fidelity, and Invesco for their partnership and for supporting our advisors this event in expanding their knowledge to better serve our clients.

Are current market fluctuations causing concern about your investments? Consider employing a dollar-cost averaging strat...
02/23/2026

Are current market fluctuations causing concern about your investments? Consider employing a dollar-cost averaging strategy: commit to investing a fixed amount at regular intervals regardless of market price. This disciplined approach can lower your average cost per share over time and help mitigate the effects of short-term market volatility. Talk with a Bohannon Financial Advisor to learn more about investment strategies.

Gordy Bohannon addressed the company today in Marco Island as the top business leaders from across the country were reco...
02/03/2026

Gordy Bohannon addressed the company today in Marco Island as the top business leaders from across the country were recognized. We are deeply grateful for what has been built over the past 44 years and for his continued commitment to our clients and advisors. The emphasis on maintaining faith, family, and business remains a cornerstone for us. Our team is motivated and looking ahead to a strong 2026 as we continue serving families throughout the Midwest.

Using these three "Ds" could help you stay on track & reach your goals. As you move along your financial journey, having...
01/19/2026

Using these three "Ds" could help you stay on track & reach your goals. As you move along your financial journey, having the proper education to make the best decisions for you can make all the difference.

Your retirement is your responsibility. Make educated decisions now with help from a Bohannon Financial Advisor - Plan t...
10/14/2025

Your retirement is your responsibility. Make educated decisions now with help from a Bohannon Financial Advisor - Plan today for the future you want.

With the end of year quickly approaching, stay up to date with 2025 & 2026 IRS contribution amounts. Reach out to the ad...
10/06/2025

With the end of year quickly approaching, stay up to date with 2025 & 2026 IRS contribution amounts. Reach out to the advisors at Bohannon Financial for more details.

Major life changes are inevitable. When they happen, it’s crucial to review your finances and ensure you’re staying on t...
10/02/2025

Major life changes are inevitable. When they happen, it’s crucial to review your finances and ensure you’re staying on track.

Bohannon Financial's mission is to help people achieve their financial aspirations. Our advisors focus on what is import...
05/15/2023

Bohannon Financial's mission is to help people achieve their financial aspirations. Our advisors focus on what is important; they help you craft a disciplined, diversified, risk mitigated approach to investing. Each day Bohannon Financial takes their commitment to you seriously; making your goals their own and applying their skills, insights, and care to help you reach your goals. The financial advisors who are part of Bohannon Financial are committed and believe that "You" are their "Why" for being in this business.

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1580 Boyson Road Ste 1
Hiawatha, IA

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