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 Comprehensive Business Advisory and Personal Wealth Management Firm


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 of expertize we focus 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. As an associate of First Financial Advisors, we have a streamlined approach to coordinating the resources needed to meet life's opportunities and challenges.

Mind's Eye is the collaboration of over 100 plus years of wealth management experience and the Resources that are pulled together for the client's situation are unrivaled in the wealth management marketplace today!

"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
8101 East Prentice Avenue, Suite M200
Greenwood Village, CO 80111
303.221.2200 Office Phone
303.221.2998 fax
877.575.7154 toll free-phone
kbowen@mindseyellc.com

Christopher D. Bowen, ChFC, LUTCF
1561 Creek Road
Bethlehem, PA 18053
484.554.6026 Office Phone
cbowen@mindseyellc.com

 

Our Resource Partners

Securities and Investment Advisory Services offered through NFP Securities, Inc. a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor. 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.

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.