No matter what stage of life you're in, we will work with you to maximize your available resources. Our goal is to challenge, encourage and provide accountability so that you use those resources not only to protect yourself now, but to secure a promising future regardless of what circumstances may arise.
We have been a dependable resource to our clients for over 25 years, managing over $40 million of our client's assets. At the end of the day, we want our clients to see us as their most important financial resource. Planning for the unknown, and making sure things will be taken care of in the event of a crisis will give you peace of mind.
We have been a dependable resource to our clients for over 25 years, managing over $40 million of our client's assets. At the end of the day, we want our clients to see us as their most important financial resource. Planning for the unknown, and making sure things will be taken care of in the event of a crisis will give you peace of mind.
Services
Warren is an independent Financial Advisor with over 30 years of experience. He holds a number of industry licenses and qualifications, recognizing the experience that he brings to the table. He is married to Beth, and has two children, Katelyn and Stephanie. He enjoys reading, travelling, and a variety of outdoor activities including canoeing and golf.
The story of Bauman Insurance & Investment Advisors started over 25 years ago when Warren decided to join North American Life as a life insurance agent. He worked hard and built up a growing group of clients. Several years later, his brother, Tim decided to join the business as well. He also worked hard and built up his own group of clients.
When it comes to organizing your financial matters, securing protection for yourself, your family and the things you care about should be a priority. Planning for the unknown, and making sure things will be taken care of in the event of a crisis will give you peace of mind. If something happened to you, you want to be certain you have the right coverage to protect your family, your lifestyle and everything you've worked hard to achieve.
The world of investments can be confusing at times, and it can be very helpful to have someone you trust to help you figure it all out. No matter where you are financially, or what life stage you are in, planning for your future is important.
Most advisors will talk to you about where to invest your hard-earned money, give you recommendations on what types of products and funds to invest in, and explain how to make the tax system work to your advantage.We will do all of these things, but we will also focus on your goals to help you understand why you're investing, which will ensure your long-term success.
Most advisors will talk to you about where to invest your hard-earned money, give you recommendations on what types of products and funds to invest in, and explain how to make the tax system work to your advantage.We will do all of these things, but we will also focus on your goals to help you understand why you're investing, which will ensure your long-term success.
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