Question 1

What problems does the company help solve?

Accepted Answer

The company helps clients generate income, avoid volatility, and feel confident about their retirement. They take a systematic approach to navigate retirement, including creating income using annuities and other lower-risk financial products, examining taxes to potentially reduce the amount paid, and creating a flexible plan that can adapt to life's unexpected events.

Question 2

What upcoming events does the company offer?

Accepted Answer

The company holds informational seminars to educate clients about retirement income strategies, legacy planning, and more. Clients can check the company's calendar for upcoming event details.

Question 3

What services does the company provide?

Accepted Answer

The company offers a range of services, including investment advisory services through AE Wealth Management, LLC, and insurance products through the insurance business Baum Financial Services Inc. They work with clients to create a comprehensive retirement plan.

Question 4

What is the company's contact information?

Accepted Answer

The company has two office locations - one in The Villages, Florida, and one in Spring Hill, Florida. The phone number for The Villages office is

Question 5

How can clients get started with the company?

Accepted Answer

Clients can book a phone meeting with the company to get started. The website also offers a complimentary guide on preparing for a potential recession and its impact on retirement, which can be downloaded.

Baum Financial Services

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About Baum Financial Services

Frequently Asked Questions about Baum Financial Services

What problems does the company help solve?

What upcoming events does the company offer?

What services does the company provide?

What is the company's contact information?

How can clients get started with the company?

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