Kelly Bowen
Owner; Bowen Financial Services at Bowen Financial Services | Burley, Idaho, United States
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Kelly Bowen, as the President and Founder of Bowen Insurance Group LLC, has dedicated over two decades to revolutionizing the landscape of employee benefits and strategic financial planning for businesses of all sizes. Since establishing the firm in August 2000, Kelly has cultivated a robust network of seasoned professionals, including CPAs, tax attorneys, and risk management experts, to deliver comprehensive solutions tailored to the unique needs of each client. Under her leadership, Bowen Insurance Group has become a trusted partner for businesses seeking to enhance their employee benefits offerings, including fully funded and self-funded medical plans, dental and vision coverage, short-term disability, and group life insurance.
Kelly's expertise extends beyond traditional employee benefits; she is deeply involved in estate, succession, and legacy planning, ensuring that business owners can secure their financial futures while providing for their families and employees. Her strategic approach to financial planning encompasses tax-advantaged investment strategies and personal financial planning, empowering clients to navigate the complexities of Medicare Advantage and estate tax planning with confidence.
Through her commitment to education and collaboration, Kelly has positioned Bowen Insurance Group as a leader in the industry, helping clients maximize their benefits while minimizing tax liabilities. Her passion for empowering individuals and businesses alike is evident in every project she undertakes, making her a vital resource for those looking to achieve long-term financial success and stability. With a focus on innovation and client-centric solutions, Kelly Bowen continues to drive the mission of Bowen Insurance Group forward, ensuring that every client receives the highest level of service and expertise in their financial journey.
President and Founder at Bowen Insurance Group LLC in August 2000 to Present
Owner; Bowen Financial Services at Bowen Financial Services in January 2025 to Present
Minidoka Office Manager at Land View Fertilizer Inc. in September 1997 to August 2000
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Employee Benefits
Health Insurance
Strategic Financial Planning
Succession Planning
Medicare Advantage
Medicare
Personal Financial Planning
Estate Tax Planning
Investment Advisory Services
Tax-advantaged Investment Strategies
Strategic Planning
Customer Service
Retirement
Financial Advisory
Insurance
Fixed Annuities
Management
Risk Management
Financial Planning
Retirement Planning
Small Business
Team Building
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What is Kelly Bowen email address?
Email Kelly Bowen at [email protected]. This email is the most updated Kelly Bowen email found in 2026.
What is Kelly Bowen phone number?
Kelly Bowen phone number is +12088841935 and +12088631129.
How to contact Kelly Bowen?
To contact Kelly Bowen send an email to [email protected]. If you want to call Kelly Bowen try calling on +12088841935 and +12088631129.
What is Kelly Bowen net worth?
Kelly Bowen has an estimated net worth of $750,000 to $999,999
What company does Kelly Bowen work for?
Kelly Bowen works for Bowen Financial Services
What is Kelly Bowen's role at Bowen Financial Services?
Kelly Bowen is Owner; Bowen Financial Services
What industry does Kelly Bowen work in?
Kelly Bowen works in the Insurance industry.
Kelly Bowen Email Addresses
Kelly Bowen Phone Numbers
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