Live Retirement With Confidence.

We can help you manage your finances so you can pursue your goals.

Get started in 3 easy steps:

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Using the Baum Financial Services plan MAP Plan, we’ll examine your current financial situation and determine your retirement needs.

Receive a custom strategy to help you reach your unique retirement goals.

Trump Tax

Instant Download

Will your retirement be affected by the Trump Tax Laws?

With this 10-page instant download, written by one of Washington’s savviest political observers, you'll discover:

  • How your taxes could be affected by the Trump tax change – today and in retirement
  • Ways to help ensure your portfolio is as tax efficient as possible
  • Strategies designed to make sure you don’t give Uncle Sam a penny more than necessary

Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, legacy planning and more.

UPCOMING EVENTS:

July 24
Retiring in Trump’s America
4:30 pm | Baum Financial Services, Lake Sumter Landing Office
July 26
Retiring in Trump’s America
4:30 pm | Baum Financial Services, Lake Sumter Landing Office

Get to Know Our Team

Discover how we help individuals and families achieve their ideal retirements.