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FINANCIAL

PLANNING

Security through financial planning gives you peace of mind during uncertain times.

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Reacting

During COVID-19

Uncertainty Produces Fear, Turn that Fear into Financial Confidence.

The worldwide panic due to COVID-19 triggered a massive sell-off across the stock market and in turn, ended the longest-running bull market in the history of the United States. 

As a result of the chaos, we are now entering a bear market for the first time in the past 11 years. So you are probably wondering, what does this mean for my portfolio?

 

If you're comparing your investments currently to what they looked like at the start of 2020, you may be upset with what you're seeing. But don't fret, there are opportunities that are arising to capitalize on. No matter the market type, it is always possible to make smart investments. But it is still important to attack with the right strategies.

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TESTIMONIAL

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!

CHRIS D.

WHY CHOOSE BAUERLE FINANCIAL?

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.

Hours


Monday–Friday
8am–5pm

Phone
(407) 878-1229

Locations

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