- Tax Planning
- Tax Services
- Income Tax
- Wealth ManagementInsurance products are offered through the insurance business Baum Financial Services Inc.. Baum Financial Services Inc. is also 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.
- Accounting Services
- Financial Planning
- Retirement Planning
- AnnuitiesAny references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.