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Many Financial Professionals and Economists believe that an economic downturn is on the horizon. Do you have a game plan to protect your assets if things take a turn for the worse?

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Many people think that the only way to make it out on the other side of an economic recession is to live a more frugal lifestyle.

However, that isn’t the case. Doubling down on your emergency savings and trying to become debt-free as fast as possible isn’t necessarily a bad strategy, but sometimes the best defense is a good offense.  A bearish stock market provides ample opportunities to continue to grow your wealth. Your financial goals are obtainable with proper planning from a professional. Talk with one of our financial advisors today to identify your risk tolerance and start planning your path towards financial success.

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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.