The King of Knots
A Bowline Knot (bō-lən) forms a loop that is most dependable and will neither slip or fail under any strain or load. Bowline Financial provides the same confidence.
We provide financial guidance to individuals and businesses that will lead to future options and control.
Don't Get Left Behind
The financial realm is ever-changing, bringing both challenges and opportunities. Small changes today can bring financial success tomorrow.
It's Not Always About The Money
Our team looks beyond your portfolio and plans for important life events. Our advisors, resources and experience can help identify matters of importance, and provide the necessary tools to achieve your goals.
At Bowline Financial, we are driven to provide a client obsessive financial planning and wealth management service. This service is targeted to improve the lives of successful individuals, families, and businesses who are committed to pursuing the best possible value for their goals. Whether that goal is a dignified retirement, an equitable business transition, funding your children’s education, or leaving behind a charitable legacy, we will implement a strategy and monitor your progress until the end.
Our approach is one that is tailored to maintain client engagement, identify and manage risks, and remain fully transparent throughout the process. We encourage you to engage our services if you are compelled to improve the appropriateness of your investments and place yourself in a position of control over your life and your business in the future.
THINK BIG, ACT SMALL
Curated articles, videos, and more for a more financially savvy you.
Financial planning is where our clients find the most value from our service. This collaborative process helps maximize a client's potential for meeting life and business goals through relevant financial advice.
A sound risk management strategy is a foundation of individual or business's financial success. After first determining if there is an insurance need, we take an unbiased approach to help clients navigate protection vehicles like life, disability, and long-term care insurance.
We pay close attention to the appropriateness of our clients' investments to help maximize upside potential and help minimize downside exposure. Besides coaching our clients on prudent investment behaviors, we tailor their portfolio based on each client's attitude towards risk, their investment time horizon, and their goals.
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Succeeding at Business Succession
Trends in Charitable Giving
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