Our Firm

Carl Baehr, CEP, CSA, is an independent financial advisor who has been providing objective and unbiased advice since 1991.  Mr. Baehr has assisted hundreds of retirees with their financial plans through diversification and risk reduction.  He coordinates with other specialized professionals such as attorneys and accountants to form an estate planning team that will pursue the most outstanding techniques available.

Mr. Baehr has helped thousands of clients throughout the last 24 years with their financial and estate plans to reduce their overall taxes, reduce taxes on social security, minimize estate taxes, avoid probate and protect their assets from nursing homes.  He has given hundreds of lectures and assisted many people who are about to retire or are retired from companies such as local Fortune 500 companies and still continues to do so.