Find Top Financial Advisors in New Albany, Indiana

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Qualifications of Financial Advisors in New Albany

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Qualified Financial Advisors in New Albany, Indiana
Financial Advisor Office Location Phone Number
Bill Bowers
Bowers Capital Management
1908 Meadowood Drive,
Georgetown, IN  47122

Information on Qualified Financial Advisors in New Albany

Qualifications CRD# 1576512
FirmCRD# 120895
Series 63, 65

Compensation/Fee Fee-Based

Office Location 1908 Meadowood Drive,
Phone Number 812-951-0380

I am an INDEPENDENT registered investment advisor rep who manages investment portfolios/accounts. My average client has been with me over 20 years. About half of my clients are retired. The other half are planning for retirement through 401K accounts, 403B accounts, traditional IRA, Roth IRA, Trusts, and taxable accounts. I manage accounts for investors in Indiana, Kentucky, California, Wisconsin, Arkansas, Tennessee, Mississippi, Oklahoma; and can manage accounts in any state in the USA.

About Bowers Capital Management

Offers personalized financial planning, portfolio management, and investment advice for individuals. Bowers Capital does not sell short-term performance. Instead, I focus on: (1) Achieving your financial goals, (2) Efficient asset allocation, (3) Keeping you from making common killer mistakes. As your portfolio manager, I believe that investor behavior is the dominant determinant of real life returns. Through efficient risk-adjusted asset allocation, and by avoiding common killer mistakes, I believe your long-term real life returns will be significantly higher than most investors. We offer straightforward methods, unwavering discipline, and trust.

Advisory Services Provided

Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts

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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?