Our Practice

Tapping into lessons learned from my early days in the family shoe business, I've grown Baumgarten Financial into an organization that specializes in building long-term relationships. Throughout my 34-year career, it's been my privilege to help clients focus on what's most important - family and business - and to work with them to crystallize objectives, design creative planning strategies and motivate them to take action. This process insures that goals and objectives are communicated to all advisors so the client's plan is always current.

We specialize in business succession, executive and employee benefits, and insurance estate and retirement planning. A variety of strategic alliances allows my clients to benefit from a team of professionals with expertise in advanced planning techniques.

I am a member of The Nautilus Group, a resource for estate conservation and business succession ideas available to approximately 200 New York Life agents nationwide. As a member of an advanced Study Group that meets twice a year, I can bring back to my clients cutting-edge strategies and state-of-the-art ideas. I qualified for membership in the Million Dollar Round Table (MDRT)* and attained Court of the Table status in 2007.  In addition, I regularly receive "Agent of the Year" recognition from New York Life's Orlando General Office.

We take a creative approach to relating to our clients. Whether it's acting as liaison with a client's attorney or CPA, making referrals for services in other industries, or sponsoring lunches for employee benefits clients, my staff and I are committed to providing service that exceeds expectations.

At the end of the day, it's not really products that will distinguish us from other financial professionals. Instead, our success is related to developing trust and confidence, providing exceptional service, solving problems, and bringing value to every client relationship.


*Million Dollar Round Table (MDRT) is recognized throughout the industry as the standard of excellence in life insurance sales performance.

Baumgarten Financial is not in the business of providing tax, legal or accounting advice. Please consult your own professional advisors for tax, legal and accounting advice.

 

Licensed to provide insurance products and services in the following states: California (Lic. #0I66990), Florida, Georgia, Massachusetts, Michigan, New Jersey, New York, North Carolina, Pennsylvania, South  Carolina, Texas, Virginia and Wisconsin.



 

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  • Dealing with Divorce

    Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

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