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

The Election and Your Money

In this year’s election, there are issues, such as energy, free trade, and inflation, playing a role that could have a significant effect on investors and consumers over the next four years.

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

How Much Is Enough?

When you look at your life insurance coverage as a lump sum, it might seem like a lot of money, but how much is it in relation to your annual income?

Don’t Bet Your Life on These Insurance Myths

Learning about common life insurance misconceptions can help you make one of the most important decisions for those you leave behind.

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