352.205.7966Worried that your financial strategy is Missing Something?
We’re here to help you feel confident in your financial future.
What We Offer
At Baum Financial Services, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns.
The Baum Financial Services Process
Our MAP Plan is a mathematical and systematic approach to laddering fixed annuities with the goal of generating more income, potentially lowering taxable income and maintaining flexibility for changing circumstances.
We offer services in these three areas:
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Annuities
Protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Protection
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Provide for the people and causes you care about the most.
How?
Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Wealth Management
Investments
IRA & 401(k) Rollovers
IRA Legacy Planning
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
