Meet with Baum Financial Services

Get started in 3 easy steps:

Use the form below to schedule a meeting with us. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

Using the Baum Financial Services 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.


940 Lake Shore Drive, Suite 100
The Villages, FL 32162


5331 Spring Hill Drive
Spring Hill, FL 34606.