Mary  Baldwin

Mary Baldwin

| CFP®

Baldwin & Associates

Fee Only Financial Planner Located in Indian Harbour Beach, FL and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

2000 South Patrick Dr
#6
Indian Harbour Beach, FL 32937

Mary Baldwin is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Mary Baldwin, CFP® is a fee-only financial, tax and investment planning and advisory firm serving Brevard County, Florida.

Ms. Baldwin's expertise and highly personal emphasis is focused on:

  • Comprehensive financial planning
  • Investment advice and monitoring
  • Business succession planning
  • Budgeting techniques
  • Net worth review and goal setting
  • Retirement planning
  • Estate planning
  • Education funding strategies
  • Investment management
  • Risk management
  • Insurance planning
  • Retirement planning/wealth management

Her advice comes without product sales, although products are suggested for implementing strategies.