Retirement Planning Services
I offer comprehensive financial services and pension planning services to individuals and small and mid-size businesses. I am firmly committed to helping my clients improve their long-term financial success. I like to work closely with my clients to offer a customized program that is designed to help grow, protect, and conserve your wealth. My core value is to deliver a high level of personalized service and expertise to my clients’ individual and family situations.
I encourage you to explore this site and learn more about the services provided. Should you have any questions or would like more information, please feel free to email me at firstname.lastname@example.org or call me at (310) 709-4237 / (818) 991-8871, x 125. I look forward to hearing from you.Additional ServicesServices offered through Robert Baumann, CFP® Financial:
Services offered through Lincoln Financial Securities Corporation:
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.