Q4 2019

www.wealthandfinance-news.com 18 Wealth & Finance International - Q4 2019 Aug19088 “We specialise in helping people go into retirement with a peace of mind.” - Todd Bauman After all, a stress-free and secure retirement shouldn’t have to be a luxury reserved for the few. Utilising his considerable experience and expertise, Todd Bauman – with Bauman Advisory Group – has helped soon-to-be and retired clients to attain financial security, even when it was considered almost unattainable. Indeed, in the years since Bauman Advisory Group’s establishment, Todd has become a regional expert, harnessing his hard-earned skills to deliver exceptional results for his clientele. To start the interview, Todd discusses his specialist area in more detail. “We allocate certain percentages to RISK investments and certain percentages to SAFE giving clients the four main factors to “The Ultimate Retirement Plan”. Those four pillars include proper diversification, guarantees, and liquidity – all with low fees.” Ultimately, this doesn’t scratch the surface when it comes to explaining Todd’s enduring success in the wealth management sphere. Like many of his most successful peers, Todd understands that client-centricity remains a key factor throughout the entire process. After all, the service that a firm provides has to not only produce results but be catered to the individual at the centre of it all. “We are extremely successful for two reasons: we put the client first at all costs and, second, we treat them like family. We go the extra mile for our clients treating them like gold which is why half of our new clients come from referrals.” More than this, Bauman Advisory Group also provides educational workshops, as Todd continues: “Our workshops teach potential clients about retirement investing, social security planning, income planning, expenses control, estate planning and transition planning to loved ones. All of our marketing efforts drive people to these seminars where they can learn valuable Based in Las Vegas, Bauman Advisory Group provide comprehensive wealth management services that include, but are not limited to, life insurance, money management, income planning and annuities. On the back of the firm’s success in the 2019 Wealth and Money Management Awards – where it was recognised as the ‘Best Retirement Planning Firm in Nevada’, we spoke with President Todd Bauman to find out more. Nevada’s Leading Retirement Planning Firm information and get to know us before coming in for a free consultation.” Of course, though Todd has provided the perfect cornerstone for the group’s success, he is quick to emphasise the role of the firm’s core team in providing best in class financial services. “The staff is critical in each role they play. My wife runs the company which allows me to do two things. First, I present at seminars and second I meet with clients. She does everything else. We have an executive assistant that helps me service the financial clients such as disbursements and change of beneficiaries. We have another executive assistant who is the glue to all of us including the first impression to our potential clients. We feel it is an absolute must to have a top-notch team and we have created that.” Where his peers have seen difficulties over the last few years, Todd emphasised that his firm has flourished by securing a stable foundation for success that will continue to serve him well into the future. “At the end of the day, I don’t see any challenges that are going to affect me. I have been doing this for 25 years and have, in that time, built a solid client base along with market share. Moving forward, I want to realise my goal of being the biggest name in the region – as Las Vegas doesn’t have any ‘one big player’ right now. I have plans to be a household name going into 2020.” Name: Todd Bauman Address: 3425 Cliff Shadows Pkwy Suite 130, Las Vegas, 89129, Nevada, United States Website: www.toddbauman.com Phone: +1 70289 79997