financial planning


 
 
Our Vision
To be a preeminent Resource for Private Wealth Management Solutions in our dynamic and everchanging world...

Our Mission
To Consistently Blend Our Clients' Passion with Our Expertise.

Our Values
Research with Diligence, Recommend with Confidence and Implement with Integrity.

Mind's Eye Resource Management, LLC. is a financial services firm. Our professionals provide comprehensive business advisory and personal wealth management.


Mind's Eye is not a typical "financial planning" firm. Our Philosophy is to collaborate, coordinate and orchestrate all aspects of your Wealth Management needs. Insurance, investments, business and real estate services, retirement and estate planning strategies are just some of the areas we specialize on. Real life issues that need your attention and our Resources for world class solutions.

The complexities of planning can be managed when trusted advisors team together for the well being of the family's fiscal, financial and philanthropic objectives. Mind's Eye is the collaboration of professionals with a collective 100 plus years of wealth management experience.

"Blending Passion with Expertise"TM

  • Planning expertise in the Food and Wine Industries along with America's Manufacturing and Service Sectors.
  • Specializing in the Wealth Management needs of Entrepreneurs, Business Owners and America's Affluent.
  • Domestic and International planning strategies for a global perspective to the market place.

For a confidential consultation call or email:
 
Kathleen S. Bowen, CFP®, CLU®, ChFC®
1581 S. Syracuse Street
Denver, CO 80231
303.221.2200 Office Phone
303.221.2998 fax
877.575.7154 toll free-phone
kbowen@mindseyellc.com

East Coast Office
1561 Creek Road
Bethlehem, PA 18053
877.575.7154 toll free-phone

 

Our Resource Partners

*Securities and Investment Advisory Services offered through NFP Securities, Inc. a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Adviser. NFP Securities, Inc. is not affiliated with Mind's Eye Resource Management, LLC.

NFP Securities, Inc. does not provide legal or tax advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax and legal counsel.


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. NFP Securities, Inc. makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is NFP Securities, Inc. liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.


This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.

To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.