Bauman Financial Team
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As with most other things in life, a key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life Insurance Company agent and a registered representative through NYLIFE Securities LLC, I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use my website as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.

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Disclosure

Trish Bauman is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of MI, MN, MT, ND, NE, PA, SD, and TX. No insurance business may be conducted outside the states referenced.

Trish Bauman is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1400 E Broadway Ave Ste 101, Bismarck, ND, 58501, 701-258-6644. In this regard, this communication is strictly intended for individuals residing in the states of MI, MN, MT, ND, NE, PA, and SD. No offers may be made or accepted from any resident outside the specific states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

BAUMAN FINANCIAL is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither BAUMAN FINANCIAL nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.