Financial Planning For Individuals
Bayntree will help you build a personalized financial plan designed to help you achieve your dream retirement.
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.
Our team of Scottsdale financial advisors will help you create a plan that supports the retirement lifestyle you envision—whether that means travel, leisure, or simply peace of mind.
When You've Retired
You'll want to preserve and protect your wealth as much as possible to support 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.
Protect Your Nest Egg
Cover Healthcare Expenses
Adjust to Life Changes
Take Care of Loved Ones
For Highly-Compensated Professionals & Executives
As a highly compensated professional, your compensation may include more than just a salary—stock options, deferred compensation, bonuses, and equity incentives can all play a role. Our Scottsdale financial advisors will help you evaluate each element of your package, minimize your tax exposure, and build a strategy that aligns your income with your long-term financial goals.
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.
Featured Resources
.jpg)
.webp)
Imagine Living the Retirement
of Your Dreams
Think of what you could do. Start planning for that life today.
As Featured In
