Explore the personal side of Mike Baumann, the Independent Financial Services Professional. From residing in Indian Harbour Beach, FL, with his wife Robin to enjoying golf, snow skiing, exercise, and travel – get a glimpse into the holistic lifestyle that complements his financial expertise.

Beyond Finance: The Balanced Life of Mike Baumann

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.