At Baize Financial Concepts, we help clients to first identify their values and priorities and then to implement appropriate financial strategies to help achieve them. We seek to simplify each of their needs with managing their money, allowing them to devote time to their business, their personal endeavors, and most importantly, their family. Our method begins with listening to their goals, their dreams, their aspirations, and their challenges. We put our client's best interest first, taking our time to truly understand them as a person and their perspective, while giving them confidence, ensuring that they are working with people they can trust.

Are you prepared for retirement? 

Are you getting close to retirement but still wonder how to finance it? Maybe you are retired and wonder if you can stay retired. Let's face it; there are many important financial decisions to make when it comes to leaving the workforce and entering retirement.

  • Which pension option should I choose?
  • What do I do with my 401(k) or 403 (b)?
  • Should I keep my life insurance?
  • Should I buy long-term care insurance?
  • How do I withdraw money from IRA's and make them last?
  • Should I still own equities after I retire?

The Process:

First meeting a complimentary meeting to learn more about each other and discuss your priorities, goals, and expectations.

Second meeting to review your personalized Financial Plan for a flat fee.

Third meeting to discuss specific recommendations and begin implementing strategies.

Review meeting, at least annually, to monitor progress and update your plan.

You can call (765) 288-3830 today to schedule your complimentary initial visit with us at Baize Financial Concepts.