A man and woman sitting next to each other
Bayntree's Financial Planning Services

How We Can Help

We'll help you preserve your retirement savings so you can get the most out of your retirement.

Schedule a Meeting
Take the Retirement Quiz

Preserve and Protect Your Wealth

You've built a great life. Let's continue to fund it with a comprehensive, well-crafted financial plan.

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 will perform a detailed review of your finances and create a financial roadmap for you to achieve your retirement goals.

Investment Management

Our conservative 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.

Tax Strategies

When a financial plan is structured with tax planning in mind, the goal is to reduce your taxes. This means working to minimize your tax liability to maximize money in your pocket. Our team will create a financial plan that considers tax implications and the best way to mitigate them.

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.

Legacy Planning

No matter what the value of your estate is, it’s essential to have an estate plan so all your assets are left to the right people. Whether you need a Living Trust, a Last Will, a Living Will, a Durable Power of Attorney, or a more complex estate plan, we can help ensure all your estate planning needs are met.

Frequently Asked Questions

What Does Bayntree Do?
Who Does Bayntree Help?
Does Bayntree Help Out-of-State Clients?
How Does Bayntree Get Paid?
Why Bayntree?

Imagine Living the Retirement
of Your Dreams

Think of what you could do. Start planning for that life today.

Schedule a Meeting
A man and woman standing in a kitchen with a plant.

As Featured In