The Baum Jackson Investment Group is a multi-generational wealth management practice that specializes in helping our clients and their families accumulate, preserve and transfer wealth. We believe that creating a solid financial approach demands an appropriate level of preparation, research and execution to help ensure successful outcomes. Every client has different needs and a unique story. Understanding and responding to those needs is at the heart of all we do. Once we have a complete understanding of your personal and financial circumstances, we can better identify your specific needs. We then create a personalized plan tailored to your specific goals and risk tolerances. Preserving and protecting your wealth is key and our approach is steady and conservative, which allows us to provide for flexibility in market conditions and events.
While it’s late in the game, the economic expansion should have stamina. A constructive—yet vigilant—approach to financial markets is warranted. Read the full analysis in our 2019 Outlook.
With college tuition costs on the rise, education funding has become a critical wealth management component for many parents who want to help their children avoid a heavy debt burden so early in life. If you’re planning on helping your children pay for college, there are a variety of funding options available to you. Contact us today to discuss which option may be right for you.
Learn more about The Baum Jackson Investment Group
November 6, 2017
eMoney: Your Personal Wealth Management Dashboard
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How 2017 tax rules impact charitable giving
Qualified charitable distributions: How the 2017 tax law changes may affect your giving strategies
October 30, 2017
Social Security: At a glance