Mike Baumann
Investment Advisor Representative
Mike F. Baumann III is an Independent Financial Services Professional. Mike took an accelerated graduation from the prestigious Wharton School of Business at the University of Pennsylvania in 1982. His prior work with the Small Business Administration and his Wharton financial background caught the eye of executives at Merrill Lynch. After a brief stay in the Melbourne, Florida branch, Mike left Merrill to found Honor Financial Group, Inc. in October 1987. The timing was extraordinary – two weeks later, the stock market crashed.
Over the years, Mike has consulted with a wide variety of clients. He assists both pre-retirees and those in retirement, specializing in ages 55 and up, as well as extended families. His client’s careers span all walks of life, including business owners, doctors, attorneys, realtors, bankers, accountants, and employees of Fortune 500 companies.
Mike currently holds Series 7, 63, and 65 full securities licenses and is insurance licensed. He has completed extensive coursework, including a 20-part program, providing expertise in many areas related to retirees’ issues, including housing, health issues, and retiree finances and estate planning.
In addition, Mike has extensive expertise in the areas of IRA and other asset distribution and preservation strategies for future generations. He specializes in stretching distributions from qualified and non-qualified retirement plans, working with his clients to generate multiple streams of lifetime income for their beneficiaries (spouse, children, and grandchildren).
Living in Indian Harbour Beach, FL, with his lovely wife, Robin, Mike enjoys golfing, snow skiing, exercising, and traveling.
Market Guard® is a complete series of model portfolios created to help empower clients with the highest probability of investment success, while helping to protect their investments along the way.
Market Guard® dedicates relentless effort to excellence, integrity and innovation. We apply our proprietary investment methodology that utilizes a non-emotional, methodical, mathematical approach to every investment strategy we offer.
Market Guard® is a firm that provides investment signals, as well as portfolio allocation recommendations, for a wide variety of model portfolios. Market Guard ® does not offer advice or enter into fiduciary relationships.