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.

Attend a Live Event

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

UPCOMING EVENTS:

September 17
Retirement Today and The Impacts Of The New Trump Tax Law
4:30 pm | Baum Financial Services, Lake Sumter Landing Office
September 19
Retirement Today and The Impacts Of The New Trump Tax Law
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.

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