Introduction

About Me

Presenting his advanced structural fixed annuity positioning to thousands of individuals through dinner seminar venues, Gerald Baum brings to his clients a substantial academic background coupled with an extraordinary business acumen that can only be acquired by “true grit” business ownership and management. His business experience brings added value in the practical application of the concepts necessary to successfully navigate through many of the complexities of planning for retirement.

Gerald received his B.A. Degree from the University of South Florida in Tampa and his Master’s Degree from Yale University in New Haven, Connecticut. Mr. Baum focuses entirely on retirement planning strategies using fixed insurance products. His primary goals are the elimination of market volatility risk for a portion of his clients retirement savings, to provide reliable and consistent income for his clients throughout their retirement.

Business Description

Baum Financial is the one-stop solution for all your retirement planning and investment management needs. Our advisors help retirees to plan for increased retirement income while eliminating the risks associated with market loss for their retirement savings before and after they retire.

My Skills

social-security-retirement-benefits
retirement-social-security
tax-planning-strategies
financial-planning-services
retirement-insurance-plan
retirement-planning-strategies
investment-strategies-for-retirement
retirement-annuity
strategic-retirement-plans
legacy-planning-services

Location

Contact Information

The Villages, FL

Gerald's Badges

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