Services

Professional Money Management

  • Institutional Management
  • Asset Allocation Strategies
  • Risk Tolerance Review
  • Managed Risk
  • Transparency

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Retirement Income Maximization Strategies

  • Build Your Own Pension
  • Income Annuities
  • Pension Review

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Retirement Income

  • Cash Flow Analysis
  • Future Pension Strategies
  • Retirement Budget
  • Risk Exposure

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Life Insurance Planning

  • Term, UL and IUL Insurance
  • LTC Insurance Options
  • Medicare Supplmental Insurance (Medicare Insurance Referral)

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Social Security Planning

  • Personalized Social Security
    Analysis
  • Maximization Strategies
  • Education

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Asset Protection

  • Estate Planning Strategies
  • Wills, Trusts & Living Wills
  • Durable Power of Attorney
  • Health Care Directives

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Tax Strategies

  • Proactive Tax Planning
  • Roth Conversions
  • Tax Coordination (CPA Referral)

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The Bayntree Difference

  • Independent Firm Focused on
    Goal-Based Planning
  • Client Service-Centric
  • Personal & Multi-Generational
    Relationships
  • Ongoing Portfolio Review

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