1 / 7

Beyond Planning: Mike Baumann's Passion for Financial Empowerment

Experience the transformative power of the Baumann Approach, where financial planning becomes a journey of empowerment and fulfillment. Through Mike Baumann's guidance, clients chart a course towards their dreams with clarity and confidence.

mikebaumann
Télécharger la présentation

Beyond Planning: Mike Baumann's Passion for Financial Empowerment

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Financial Horizons with Mike Baumann Start

  2. Mike F. Baumann an Independent Financial Services with a rich background in finance and a commitment to guiding individuals and families towards financial success Professional Mike Baumann

  3. Mike Baumann's expertise extends beyond traditional retirement planning, encompassing strategies for IRA and asset distribution. His specialization in stretching qualified and non-qualified underscores a commitment to securing financial legacies for future generations. By collaborating with clients, he creates tailored plans to generate multiple streams of lifetime income for beneficiaries, reflecting a holistic approach to financial planning. advanced distributions retirement from plans

  4. Mike Baumann’s career took a pivotal turn when his prior work with the Small Business Administration, coupled with his financial acumen from Wharton, caught the attention of executives at Merrill Lynch. After a brief stint in the Melbourne, FL branch, Mike seized the opportunity to found Honor Financial Group, Inc. in October 1987 – just weeks before the infamous stock market crash.

  5. Beyond the world of finance, Mike’s life in Indian Harbour Beach, FL, is filled with joy alongside his wife Robin. An avid golfer, snow skier, fitness enthusiast, and travel aficionado, Mike embodies a holistic approach to life that extends beyond the balance sheets.

  6. In conclusion, Mike Baumann is more than a financial planner; he is a seasoned professional with a passion for helping clients navigate the complex seas of finance. His story, from the halls of Wharton to the founding of his financial group, showcases resilience, expertise, and a dedication to the financial well-being of those he serves. As individuals and families look towards securing their financial futures, Mike Baumann stands ready to guide them towards their goals with unwavering expertise and commitment.

  7. Thank You! Find more at www.medium.com/@mikebaumannus

More Related