We are a Fee-Only RIA which means that our interests are perfectly aligned with our clients. We believe in providing services that help you maintain being RICH. For that reason, we focus on what we call your "WHEALTH". Whealth is the combination of your economic assets as well as your intellectual, physical, emotional, and spiritual assets.
Our process allows us to plan for your whole life not just your money life. Our mission is to help our clients live their highest quality of life for as long as possible while maintaining their independence, dignity, and joy. Financial Planning is the foundation of our practice and the cornerstone from which our strategies are designed.
Our process allows us to plan for your whole life not just your money life. Our mission is to help our clients live their highest quality of life for as long as possible while maintaining their independence, dignity, and joy. Financial Planning is the foundation of our practice and the cornerstone from which our strategies are designed.
Services
If you're looking for an advisory firm that not only manages your hard-earned assets but, provides you with the opportunity to explore the emotional and spiritual aspects of life through a discovery process that results in your ultimate peace of mind - then you have come to the right place.
We provide life planning - a comprehensive approach with a holistic plan that can help you with any decision in your life related to money, time, or health while also feeling comfortable with your future.When you work with us, you get a lifelong partner - a dedicated financial planner who'll provide deep expertise and guidance to create a personal financial strategy that's designed to change as your life does.
We provide life planning - a comprehensive approach with a holistic plan that can help you with any decision in your life related to money, time, or health while also feeling comfortable with your future.When you work with us, you get a lifelong partner - a dedicated financial planner who'll provide deep expertise and guidance to create a personal financial strategy that's designed to change as your life does.
Your financial plan requires a holistic approach, including intangible aspects such as emotional and spiritual issues. While most other wealth firms focus on high-net-worth, our ideal client additionally has a philanthropic disposition.
Combining our professional and personal life experiences, we offer our clients the compassion of a counselor, the sharpness of a coach, and the tenacity of an entrepreneur, along with the expertise of a seasoned financial professional.The foundation of our practice and the cornerstone from which our strategies are designed.
Combining our professional and personal life experiences, we offer our clients the compassion of a counselor, the sharpness of a coach, and the tenacity of an entrepreneur, along with the expertise of a seasoned financial professional.The foundation of our practice and the cornerstone from which our strategies are designed.
By designing a plan to replace employment income with retirement income, Bauerle Financial is the resource you want for retirement planning. We'll discuss the most suitable time to take your Social Security and optimize any retirement plans or pensions. Our advisors take the time to help you understand your portfolio and investments.
Tax impacts every aspect of your financial life. Our professional tax team can work directly with your Accountant to review your recent tax returns and identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future. Our team of professionals will design a tax plan that evaluates your current financial situation.
Bauerle Financial takes the uncertainty out of Estate preparedness by discussing whether necessary legal documents are in place such as an up-to-date will, trust, healthcare directive, and Power of Attorney. Our representatives will coordinate meetings with your accountant, tax professional, and Estate and Trust attorney, or connect you with professionals within our own network for additional expertise and custody support of your plan of action.
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Chris Delahoz
Nov 12, 2019
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