When You're Thinking of Retiring
You'll want to know exactly how to transition your assets and income to cover everyday expenses, maintain your standard of living, and treat yourself to the pleasures of retirement living. Like taking that trip to Italy, or spending your days golfing. Good planning can make that possible.
We'll help you plan for the retirement lifestyle you desire.
When You've Retired
You'll want to preserve and protect your wealth as much as possible to sustain the quality of life you deserve. Preparing to cover long-term health expenses and legacy planning requires a strategic approach. But it will ensure you and your loved ones are cared for when the time comes.
We'll help you proactively plan for critical decisions.
Take Care of Loved Ones
For Highly-Compensated Professionals & Executives
Compensation packages can be complex. From salaries, bonuses, stock options, and other incentives, managing and understanding your options can impact the outcome of your financial goals. We evaluate and simplify the decision-making process.
Need Help With Financial Planning for Your Business?
Learn more about how we craft custom, strategic tax and benefit plans to help you minimize risk, maximize your dollars, and invest in your team.
With Bayntree, You Can Retire With Confidence
Get an income plan designed to provide you with financial security and meet your income goals for retirement.
Build a customized investment strategy to achieve long-term financial goals that keep you focused and on track.
Understand the value of a financial plan crafted with tax planning in mind to help minimize your taxes and maximize your savings.
Protect your assets with strategies that help safeguard against rising healthcare costs, market volatility, inflation and longevity.
Design an estate plan to provide for your loved ones, minimize taxes and expenses, and carry out your wishes.