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-   -   Baum Financial Services (https://www.talkofthevillages.com/forums/financial-planners-399/baum-financial-services-277379/)

Ad poster 11-16-2018 12:42 AM

Baum Financial Services
 
Baum Financial Services

Live Retirement with Confidence

We can help you manage your finances so you can pursue your goals.

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 to help you address your
financial needs and concerns.
Our MAP Plan is a mathematical and systematic approach to generating
more income, potentially lowering taxable income and maintaining
flexibility for changing circumstances.

CLICK HERE TO ATTEND ONE OF OUR EVENTS

Speak with a financial professional
352.205.7966

CLICK HERE TO VISIT OUR WEBSITE

Lovey2 11-16-2018 07:39 AM

Very pleased with our dealings with Baum Financial, and Gerald Baum, in particular. Had been to a few different advisers since moving to The Villages and finally found the plan that works for us. Mr. Baum has shown us how to secure our future and yet not be afraid to live now and enjoy some of what we worked hard to save for our retirement. At the very least, attend one of the dinner events! They are very informative, relaxed, and friendly...and the food is great!!:icon_wink:

dewilson58 11-16-2018 08:40 AM

Annuities.

manaboutown 11-16-2018 10:00 AM

Quote:

Originally Posted by dewilson58 (Post 1599546)
Annuities.

Yep!

From their site...'insurance products'

"We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives."


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