The world is yours What our global experience can lead to

Brian D. Baum, CFP®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™

Visit Business Transition Group
Visit The Baum Consulting Group

phone

412-288-4800







address

500 Grant Street, 46th Floor
Pittsburgh, PA 15219



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.



Insights

Using debt to achieve wealth planning

Using debt for wealth planning

Creating your legacy

Creating a legacy that lasts