Baum Financial Services, Inc. Email Format

Financial ServicesFlorida, United States2-10 Employees

Baum Financial Services, Inc. is a small financial services firm based in The Villages, Florida, focused on retirement income planning for people nearing or already in retirement. Its planning approach aims to generate reliable retirement income while reducing risk to and preserving retirement assets, and it seeks to minimize income tax liabilities and taxes on Social Security benefits while supporting estate considerations. Baum Wealth Management operates as an independent investment advisory practice and offers its products and services through AE Wealth Management, LLC, a Registered Investment Adviser. Insurance products are offered through the firm's insurance business, Baum Financial Services Inc., while AE Wealth Management does not offer insurance products. The company traces its origins to 2003 and maintains a presence in The Villages, Florida, with a small team delivering retirement-income solutions.

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