Retirement income
Develops strategies to help generate retirement income.
Baum Financial Services
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About Baum Financial Services
Retirement planning is a central service at Baum Financial Services. The firm helps clients develop income strategies and use insurance products and services to address financial needs and concerns. Its MAP process focuses on generating retirement income, creating tax strategies, and addressing risk and volatility. Services include annuities, asset protection, life insurance, tax-efficient strategies, long-term care strategies, and legacy planning. The firm also refers clients to professionals for related needs such as estate planning, trusts, probate, tax planning, investments, and wealth management. Informational seminars cover retirement income strategies and legacy planning. Baum Financial Services serves clients in The Villages, Florida.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Asset protection
Offers life insurance and long-term care strategies.
Legacy planning
Helps clients plan for people and causes they care about.
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