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Baumgarten Financial

Business and Insurance Estate Planning

Mapping a strategy to achieve your long-term financial objectives may seem like a daunting task.

It doesn't have to be that way.


As a trained professional, my goal is to apply my skills, experience and resources to help you crystallize your objectives and design creative planning strategies. I specialize in building long-term, value-added relationships, and commit to being with you every step of the way during the planning process and beyond.

Please use this website as a resource and feel free to contact us for additional information or to schedule a meeting.



Gary T. Baumgarten, CLU, is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of Florida, Georgia, South Carolina and New Jersey. No insurance business may be conducted outside these states referenced.

Gary T. Baumgarten, CLU, is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer [200 So. Orange Avenue, Suite 2900, Orlando, FL 32801 (407) 999-0291]. In this regard, this communication is strictly intended for individuals residing in the state of Florida. No offers may be made or accepted from any resident outside the specific state referenced.

Baumgarten Financial is not owned or operated by NYLIFE Securities or its affiliates. Gary T. Baumgarten, CLU, is also separately registered as an investment adviser representative ("IAR") under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of Florida.
Newsletters

HOT TOPIC: Could High Oil and Gas Prices Derail the Recovery?

Gas prices began the year higher than normal and increased sharply. The forecast is for prices to rise to record highs by summer. But it’s not just drivers who are feeling pain at the pump. This article will explain some possible reasons why gas prices have been rising and discuss the potential implications for consumers, businesses, and the broader U.S. economy.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

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