mikebaumannfinancial

Finance / Banking / Insurance

Mike Baumann's expertise extends beyond traditional retirement planning, encompassing advanced strategies for IRA and asset distribution. His specialization in stretching distributions from qualified and non-qualified retirement plans underscores a commitment to securing financial legacies for future generations. By collaborating with clients, he creates tailored plans to generate multiple streams of lifetime income for beneficiaries, reflecting a holistic approach to financial planning.