Our Services

Joseph C. Bowers, MBA, CPA provides a comprehensive tax and investment planning service. With over 40 years of experience, Mr. Bowers and his network of independent financial professionals have served individuals, professionals, retirees, and widows with their personal financial needs. Located in West Chester, PA, most clients live or work in the Philadelphia area, South Jersey or Delaware vicinity. However, due to clients relocating or moving to warmer states, Mr. Bowers continues to maintain a strong relationship with clients long after their departure from the Delaware Valley.

Mr. Bowers takes an active role in guiding clients through personal tax and investment planning challenges. His goal is to minimize your taxes within the limits of the tax laws. Investment strategies are customized to pursue your goals and objectives within the constraints of your financial resources and risk profile. Planning your taxes and future cash needs are a central part of a typical client engagement.

In this era of ever-changing income and estate tax laws, the proliferation of new and more complex investment vehicles, and revised rules for retirement plan contributions and distributions, your personal financial journey is no longer a do-it-yourself project.

You need a network of caring professionals with up-to-date expertise, who will combine their knowledge of financial matters and financial products with your personal goals to provide you with suitable planning advice.

Through your affiliation with Joseph C. Bowers, MBA, CPA, you will be offered a coordinated approach to the preparation and review of your financial situation. With this comprehensive approach, you will participate in designing your own personal planning roadmap.

One can expect recommendations that include an analysis of your cash flow and tax saving strategies; your retirement spending or financial independence goals; your estate plan strategies, including structure and tax savings; your risk management needs; and an investment plan with an appropriate asset allocation recommendation to pursue your goals, risk tolerance and time horizon.

Your personal financial plan will reflect your goals, attitudes and concerns. Our job, as your financial professional, is to provide you with the information you need to make informed decisions about your financial future. There are no “right” solutions to any personal financial situation; but there are solutions that are “right” for you.