Our Services
The financial coordination process at Bauer Financial Group begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of insurance coverage. We work with you side by side so that you are confident in and comfortable with the financial suggestions we make.
Some of the services we offer:
1) Tax Strategies
2) Long-term care needs
3) Estate conservation
4) Tax-deferred investing
5) Retirement planning
6) Life insurance needs
7) IRA distribution strategies
8) Charitable giving
9) Medicare Advantage Plans,Prescription Part D & Supplemental Insurance. Are you looking for affordable health insurance? Call 352-597-7717 for information.
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