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Just like achieving any other goal in life, preparation is essential for reaching your long-term financial objectives. Whether it's funding your children's college education, safeguarding your family's financial well-being, or securing your retirement, these goals require careful strategic solutions. It's essential to identify your financial aspirations and create a roadmap to achieve them. The good news is, it's never too late to start.

While preparing for your financial future may seem daunting you don't have to navigate it alone. As an agent of New York Life Insurance Company and a registered representative with NYLIFE Securities LLC, I'm equipped to assist you. I can help you assess your financial needs and recommend suitable insurance and financial products tailored to your goals.

Feel free to explore my website for resources, and don't hesitate to contact me for further assistance or to schedule a meeting. Thank you for your interest.



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.​