Bill Bowers (L.I.O.N.) in

Bill Bowers (L.I.O.N.)

Questioner · DISC type c
Owner at 401K Companion R
📍 Dallas-Fort Worth Metroplex, United States

Bill Bowers is the owner of 401K Companion R, a firm focused on advanced retirement plans. With a background including roles at Allianz and Prudential, and an Associates degree from The University of Texas at Dallas, he specializes in creating tax-advantaged strategies to maximize retirement income for high-earning professionals.

Outside of his financial career, Bill is a veteran of the United States Marine Corps. He served as a Private First Class with a specialty as a Weapons Operator.

He asserts that his proprietary 401K Companion product can double a clients retirement income while paying the associated taxes for pennies on the dollar.

Read the full overview →
Experience
50 Years
Current Role
Owner
Job Level
Junior
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How Bill shows up

Price-Sensitive
Value Seeker
Not Easily Convinced

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms. They prefer to fully evaluate every situation.

Priorities

Topics Bill cares about

Retirement Strategies
His current business is entirely focused on creating advanced retirement plans that aim to solve the future tax problems associated with 401k accounts.
Tax Mitigation
A core pillar of his value proposition is that his "401K Companion" product can pay the substantial taxes due on retirement income for a fraction of the cost.
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Career

Work history

1-2012
Owner
401K Companion R
1-2006
Representative
Allianz
2-1990 - 2-2003
Owner
Home Mortgage Services
1-1972 - 1-1988
Special Agent
Prudential Financial
3-1968 - 11-1969
PFC
United States Marine Corps
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2007 - 2009
Associate's degree
The University of Texas at Dallas
1964 - 1966
HIgh School Deploma
Poly High School ( Ft. Worth, Tx.)
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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