Experience the transformative power of the Baumann Approach, where financial planning becomes a journey of empowerment and fulfillment. Through Mike Baumann's guidance, clients chart a course towards their dreams with clarity and confidence.
2. Mike F. Baumann an Independent
Financial Services Professional
with a rich background in finance
and a commitment to guiding
individuals and families towards
financial success
Mike Baumann
3. Mike Baumann's expertise extends beyond traditional
retirement planning, encompassing advanced
strategies for IRA and asset distribution. His
specialization in stretching distributions from
qualified and non-qualified retirement plans
underscores a commitment to securing financial
legacies for future generations. By collaborating with
clients, he creates tailored plans to generate
multiple streams of lifetime income for beneficiaries,
reflecting a holistic approach to financial planning.
4. Mike Baumann’s career took a pivotal turn when his
prior work with the Small Business Administration,
coupled with his financial acumen from Wharton,
caught the attention of executives at Merrill Lynch.
After a brief stint in the Melbourne, FL branch, Mike
seized the opportunity to found Honor Financial
Group, Inc. in October 1987 – just weeks before the
infamous stock market crash.
5. Beyond the world of finance, Mike’s life in Indian
Harbour Beach, FL, is filled with joy alongside his
wife Robin. An avid golfer, snow skier, fitness
enthusiast, and travel aficionado, Mike embodies a
holistic approach to life that extends beyond the
balance sheets.
6. In conclusion, Mike Baumann is more than a financial planner;
he is a seasoned professional with a passion for helping clients
navigate the complex seas of finance. His story, from the halls of
Wharton to the founding of his financial group, showcases
resilience, expertise, and a dedication to the financial well-being
of those he serves. As individuals and families look towards
securing their financial futures, Mike Baumann stands ready to
guide them towards their goals with unwavering expertise and
commitment.