Financial Planning Built Around You
You are unique, and your assets deserve to be managed in your image. Your capital, our experience: a bespoke creation.
True financial planning isn’t about filling out forms or following a model. It's about understanding who you are, what you've built, and what kind of future you want to create: for yourself, your family, and your legacy.
At Bauman Scott Financial, we build comprehensive plans for affluent investors, business owners, and charitable families who want more than a template. Each plan is handcrafted to align investment strategy, tax efficiency, estate design, and philanthropy, so your entire financial life moves in harmony.
If you have $1 million or more in investable assets and value direct, in-house management and clear coordination between your CPA and attorney, we’re built for you.
Family Wealth Planning
As your financial journey evolves, protecting what you’ve built becomes just as important as growing it. Our Family Wealth Planning services are designed to help you preserve your legacy and ensure a smooth transition of wealth to future generations. By combining investment, tax, and estate planning, we help you create a comprehensive strategy that maintains your family’s lifestyle and values for years to come. Beyond traditional estate planning, our approach also fosters open family conversations to align goals and expectations, ensuring your wealth continues to create impact across generations.
Our Approach
We don’t believe in a one-size-fits-all approach to financial planning. Instead, we take a highly personalized, holistic approach to portfolio management. Take a look at the services we offer, plus a video from Jeremiah on how we aim to optimize your portfolios:
Family Wealth Planning
As wealth grows, protecting it becomes as important as growing it. We coordinate investment, tax, and estate strategies and facilitate family conversations so wealth remains a source of connection, not conflict.
Retirement & 401(k) Planning
Retirement for high-net-worth families is about flexibility, liquidity, and tax control. We design income/distribution strategies and coordinate with trusts and charitable vehicles.
Education Planning
We structure tax-efficient education strategies: 529s, prepaid tuition plans, and Coverdells, that plug directly into your estate/legacy plan.
Charitable Giving
We integrate DAFs, CRTs, CLUTs, and private foundations so you can give intentionally and tax-efficiently.
Estate & Trust Coordination
We work with your attorney and PTC to make sure what’s in your documents matches what’s in your accounts.
Insurance & Risk Planning
We analyze life, LTC, and income-protection needs to keep your plan resilient.