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

RETIREMENT PLANNING

A golden plan for the golden years of retirement.

By designing a plan to replace employment income with retirement income, Bauerle Financial is the resource you want for retirement planning. We’ll discuss the most suitable time to take your Social Security and optimize any retirement plans or pensions. Our advisors take the time to help you understand your portfolio and investments. The intricacies of your plan and how it affects your future retirement is something we want you to feel comfortable about and will help you create a safe, tax efficient withdrawal strategy to last your lifetime. We know that you’ve worked hard to create your retirement nest egg and we’ll work hard for you to crack it open and develop your retirement spending plan.

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RETIREMENT PLANNING

We're here to plan for the retirement you've earned.

Our team of professionals will design a retirement plan that evaluates your current financial situation. When you’ve never done it before, it’s hard to figure out when to retire and how to make your money last. But ultimately, that’s what it’s all about: having the income you need to support yourself in the lifestyle you want and with the confidence that your money will last your entire lifetime — no matter how long you live.

RETIREMENT ADVISING

Developing a plan for the best years of your life.

Through a carefully developed retirement plan, you’ll be equipped with the proper resources and support to identify your goals and we help you on your path toward achieving them.

Working hard for decades to build financial security doesn’t mean all your challenges are behind you. Instead, you’re facing new ones, many of them for the first time. Common challenges include:

  1. What mix of investments is right for me in retirement — and when should I make the change?

  2. What do I do with the money in my workplace retirement accounts after I leave my job?

  3. Should I take my pension as a lump sum or as monthly checks?

  4. How can I maximize my Social Security benefits? What about Medicare?

Our team of professionals are qualified and experienced in handling the emotional, financial and relationship aspects of life transitions and wealth transfers.

YOU'RE ALMOST THERE

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GET TO KNOW BAUERLE FINANCIAL

Our business has been family-owned and operated for 30 years.

Lake Mary Offices

1525 International Pkwy Suite 2021
Lake Mary, FL 32746

Hours
Monday–Friday
8am–5pm

Phone
(407) 878-1229