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Some experts are predicting an economic boom after a short bear market as a result of COVID-19. Are you prepared to capitalize?

Contact Us For Your Free Portfolio Volatility Analysis & Review

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The Tides Are Changing.

According to JPMorgan Chase, a stock market upturn may be approaching.

A stock market upturn is when the market turns from a bear market to a bull market. In technical terms, the stock market enters a bear market whenever stock prices have fallen over 20% from their recent peaks. A bull market, on the other hand, is when stock prices rise by at least 20%.  Do you have the funds to invest now while prices are low? Do you have a winning strategy to ensure maximum returns? Your plan of attack should vary depending on the state of the market. Let us help formulate a plan to make the most of your wealth in any type of market.

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Bauerle Financial reviewed my RothIRA and helped me feel secure about a strategy for my retirement planning. Both Todd and Taylor are awesome, honest, and trustworthy people that I would recommend to anyone!



Preparation that meets the unique needs of our clients.

We believe that financial advising 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.

Bauerle Financial is a licensed CFP that excels in financial planning, retirement planning, tax planning, and estate planning. We believe that your health, family, friends, and happiness are more important factors to your quality of life than any economic ones.



(407) 878-1229



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