What Does Bayntree Do?

We help empower and inspire people to live the life of their dreams by creating personalized financial plans and income strategies.

Does Bayntree Help Out-of-State Clients?

Yes! While the majority of our clients live in Arizona, nearly 20% live out-of-state.

How Does Bayntree Get Paid?

It depends on what we do for a client but in general, we get paid in one of three ways: Fee-Based (for ongoing management of investments), Flat Fee (for creating a financial plan), and Commission (for insurance-based solutions; paid to us by the insurance company).

We're truly passionate about helping our clients achieve their dreams and dedicated to creating meaningful relationships that go beyond your personal balance sheet. What you get with Bayntree is more than a financial plan, you become part of our Bayntree Family.

A middle aged man and woman sitting next to each other talking to an investment advisor about their retirement and investments.

Bayntree's Retirement Planning Services

Comprehensive Financial Planning & Wealth Management

At Bayntree, our team of Scottsdale financial advisors helps you create a financial plan designed around the retirement you've always dreamed of.

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Check Your Retirement Readiness

Financial Planning Designed for Peace of Mind

You've worked hard to get here. Now let’s make sure you have a well-crafted financial plan to support you in retirement. Our personalized financial planning services are designed to help you build a long-term roadmap for stability, security, and freedom, so you can enjoy retirement on your terms.

Income Planning

Reaching your retirement dreams starts with ensuring you appropriately transition your assets and income to support the lifestyle you want once you stop working. Our team of Scottsdale financial advisors will perform a detailed review of your finances and create a financial roadmap to help you achieve your goals for retirement.

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Investment Management

Our personalized investment management approach focuses on the preservation and accumulation of your wealth. We'll create an investment strategy specifically designed to achieve your personal financial goals and adjust the plan based on your evolving needs and circumstances.

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Tax Strategies

Tax planning is an important part of a well-rounded retirement strategy. Our advisors help you understand how financial decisions may affect your taxes and identify opportunities to manage your tax liability, so you can keep more of what you've worked hard to save.

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Risk Management

Proper insurance planning can also offset the longevity risk we all face. Our advisory team will give you a comprehensive analysis of your current insurance needs. This includes understanding how health insurance, long-term care, and life insurance may fit into your retirement roadmap.

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Legacy Planning

Legacy planning is about more than passing on assets. It's about making sure the people and causes you care about are supported. Our advisors help you coordinate your financial and estate planning strategies, working alongside your legal professionals to help ensure your wishes are reflected in your overall financial plan.

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Dream Plan Retire® Toolkit

Take the Retirement Quiz