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Illustration depicting various activities related to community engagement, including a person serving coffee, hands clinking beverage containers, and a speaker presenting in front of a group, reflecting themes of connection and active participation in retirement planning.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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Illustration depicting concepts of mindfulness, outdoor adventure, and education, aligning with themes of active retirement and encore careers.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
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Welcome to TBAER Wealth Management

Our Vision

It is our VISION to help our clients achieve and enjoy a comfortable retirement by providing them with a personal and responsive approach, utilizing only top quality products and services.

Our Mission

To provide exceptional service while helping our clients build, protect, and preserve their assets. Benefits to our clients: Professionalism-over 25 years Experience Performance Personal Service The Planning Process:

Services

We create strategies tailored to your goals. By working with a holistic approach, we can get a better understanding of your needs.
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Workshops

We plan and host workshops and educational classes often. Click the link below to see what is currently available.
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Trust

By working together and utilizing a team approach, Tom Baer helps build trusted relationships that span generations.
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Download Our Latest Guide

TBaer Wealth Management guide on Social Security in front of the U.S. Capitol building, emphasizing financial planning for retirement.
Abstract design element representing financial growth and planning, aligned with TBaer Wealth Management's mission of personalized financial strategies and retirement planning.

We plan and prepare many useful and educational guides to help you have peace of mind. Download the latest guide for free below.

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Latest

Our Unique Process

We have developed a 4-stage process that allows a hollistic approach to identify your specific needs, as well as implementing a strategy for assisting in your retirement.

1. Identify clients needs and goals

2. Assist in plan design

3. Implement a plan of action

4. Monitor and revise the plan as needed