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Our Approach

Through in-depth education, customized financial planning and undivided advisor attention, Bayntree Wealth Advisors will create a personalized retirement roadmap to help guide you to and through your retirement.

Our goal is to help you make the right financial decisions to put you in a position to meet your income and wealth needs so you may live comfortably in your retirement years.

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Discovery Meeting

The purpose of our discovery meeting is to discuss your goals and dreams for retirement as well as understand your current financial situation and financial priorities. We will work with you to create a financial needs assessment that encompasses your goals for today and the future.

Create Plan

Once we’ve assessed your income, investment and risk tolerance requirements, your advisor will determine the appropriate products and services best suited to you and create a personalized plan.

Review Plan

You will meet with your advisor to discuss our team’s comprehensive plan recommendations for you. Your advisor will educate you on the range of tools and techniques that will be utilized to execute your strategy and achieve your goals.

Implement Plan

In tandem with our Client Services team, your advisor will work with you to put your plan into motion.

Service

We will monitor your investment plan and performance closely to ensure that you maintain the appropriate asset allocation and portfolio diversification to help protect and grow your wealth. We will schedule periodic meetings with you to review your plan and ensure that it continues to support your evolving goals and dreams.

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Free Evaluation
Sign up for a free assessment with a Bayntree financial planner today! Submit the form below or call us directly at 888.255.3200.
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Risk Number
Find out what your risk number is today! Submit the form below or call us directly at 888.255.3200.
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Ask Bayntree
Bayntree Wealth Advisors is dedicated to helping you reach your financial goals. Ask us your financial, income or investment questions.
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