Worried 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.


Retirement Income Strategies

Preserve the assets that can help you live the retirement you’ve always imagined.


Asset Protection
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Provide for the people and causes you care about the most.


Legacy Planning

Insurance products are offered through the insurance business Baum Financial Services, Inc. Baum Financial Services, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Baum Financial Services, Inc. are not subject to investment Advisor requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Baum Financial Services, Inc is not affiliated with or endorsed by the U.S. Government or any governmental agency.

We can also refer you to professionals who provide the following services:

Charitable Giving
Estate Planning
Tax Planning
Wealth Management
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.

Or give us a call at 352.205.7966