Baum Financial Services, Inc. Information

At Baum Financial Services we focus on providing retirement income planning for people nearing or already in retirement. Our mission is simple and straight forward - we create retirement income plans for our clients that deliver income, safety and confidence for life. Since 2003 we have worked to help people just like you to create retirement income plans for a confident future. Our approach is centered on generating retirement income, reducing risk of loss and preserving your retirement assets. In addition, our retirement income plans are designed to minimize income tax liabilities, reduce the taxes on Social Security benefits and enhance your estate. Baum Wealth Management is an independent Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Insurance products are offered through the insurance business Baum Financial Services Inc. Baum Wealth Management an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Baum Financial Services Inc. are not subject to Investment Advisor requirements. AEWM is not affiliated with Baum Financial Services. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with the U.S. government or any governmental agency. 2468534 - 6/24