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Bring OnRetirement

Generate Income • Avoid Volatility • Feel Confident

Navigate Retirement
with our MAP Plan

Our MAP process takes a systematic approach to help you:

Generate income

Create income using annuities and other lower risk financial products

examine Taxes

Possibly reduce the amount of taxes you pay

Create Flexibility

When life hands you the unexpected, know your plan can adapt

Trump Tax Booklet

The Trump Tax Cuts Are Here. How Will They Affect You?

Avoid surprises at tax time. Download a copy of this 12-page guide that breaks down:

  • The latest individual tax brackets and what they mean for you
  • The NEW criteria for itemized deductions (and which ones have been eliminated altogether)
  • Other miscellaneous changes that can affect how much you pay at tax time

Attend an Upcoming Event

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


April 9
Retirement Today and The Impacts Of The SECURE Act
4:30 pm | Baum Financial Services, Lake Sumter Landing Office

retirement isn’t the endit’s a second act

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