- 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
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.