Chris Bowie

WORK HISTORY

EDUCATION

ABOUT CHRIS BOWIE

You are the responsible person that knows how to save and knows how to prepare for the future. You probably have some kind of a plan already in place. But you are not sure if it would be enough. You are right to have doubts. Every plan could and should be finetuned every once in a while, to fit the ever-changing financial climate. Making slight changes could mean the difference between having financial security and not having enough money to cover all of life\'s expenses. Recently a young family approached me for advice regarding their financial plan. They have two preschoolers and a house mortgage to pay off. My clients both work middle-class jobs that don’t give them much income. They compensate by being excellent in planning and saving. Nevertheless, they made the classic mistake of pushing too hard to pay off their mortgage as soon as possible. I suggested they relocate a portion of that excess money they paid for the mortgage into tax-free positions such as Roth, which would bring them more value. Small but meaningful ideas like this often get me referrals from one of your friends or colleagues who’s also a satisfied client of mine. As a financial advisor, I take what you have at the moment, analyze your given situation, and pinpoint places with room for improvement. Let’s find smart ways to relocate your savings! Book a call with me today, https://bit.ly/ChrisBowie I’ll look at your current situation and make sure your money is placed in the right spots to ensure you achieve your life goals. Have a great day! Chris Bowie 71••••••09