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Rehmann Financial Group  

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6645 Willow Park Drive #150 - Naples, FL 34109
www.rehmann.com
Rehmann Financial, a member of Rehmann, is a wealth management firm offering you integrated advice in all areas of your financial life. Because most life goals have a financial component, we work closely with you to develop the financial plans and strategies to meet your objectives.

A Michigan corporation founded in 1941
Offices in Michigan, Ohio, Indiana and Florida
Nearly 800 team members
One of the top 30 accounting and consulting firms in the U.S.

Jason Baum, CFP®, ChFC®, MBA - 239-254-5057  

Financial Planner

Services
401-k Rollover Assistance
Business 401K & SEP Plans
Education Planning & 529 Plans
Financial Advisors - Asset Management
Financial Advisors - Stocks & Bonds
and more...

Licenses
Series 7 Series 63 Series 66

Insurance
Life Insurance Health Insurance Variable Contracts

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Questions & Answers
Q: What advice would you give to a customer looking to hire a company like yours?
A: At Rehmann, we believe the experience you have working with us is as important as the services we provide. The Rehmann Experience offers our clients access to a cross-functional team of associates who care as much about your future as you do. This involvement allows us to put your interests first, listen and collaborate to provide more ideas and better solutions. That's how we deliver a better experience; The Rehmann Experience.

Q: What separates your company from the competition?
A: Integrated to meet the financial needs of both individuals and their businesses, Rehmann Financial has two major divisions. The first division is designed to meet the needs of individuals and high net worth families. The other division, Rehmann Retirement Builders, provides fiduciary consulting and plan design, advisory investment services and 401k administrative services. Rehmann Financial's advisors often times serve client's needs in both divisions. However, each division hires talented professionals that combine years of experience with specialized skills uncommonly found in most wealth management practices. Additionally, Rehmann Financial advisors partner with CPAs from Rehmann Robson and professionals from Rehmann Corporate Investigative Services to work as a team to address the overlapping needs that individuals and families with businesses encounter. Both divisions are supported by the Firm's Capital Management Group. This internal department is fully dedicated to developing customized asset management strategies for clients. These strategies are monitored and enhanced in an ongoing manner to enhance the likelihood of achieving the strategies’ intended outcomes.

* All information in this profile, including licensing, has been provided by Rehmann Financial Group. This information is not verified by ProMatcher.

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