Preston Baus Email & Phone Number

Removing financial anxiety, reducing taxes, and growing your money is my focus. I accomplish this by creating and implementing a comprehensive life plan for my clients and their families. Consultant Surgeons, Medical Device Distributors, and Independents throughout the U.S. use my expertise in their niche situations. Because I spent 15 years in the Medical Device space, I have a true understanding of optimizing tax strategies with Distributor structures, 1099s, and Consultancy agreements. The hours, stress, and compromises made in the medical industry are best understood by those who have experienced it. I know you will miss an appointment because surgery went long, or your call schedule was brutal, and my team and I understand. Although the medical and investment industries seemingly have little in common, both have helped fulfill my passion for helping others. Making sure your financial future is taken care of and all your hard work and sacrifices achieve your end goals is why I do this. My approach incorporates much more than investment planning I look at everything to ensure that every part of the operation is closely aligned with your goals.- When can I retire- Wealth Strategies- Estate Considerations- Business owner 401k options and employee(r) benefits- 1099/Self-employed 401k options- Risk assessments- Disability insurance needs for High income individuals- Key Employee insurance- Financial education seminars to your team or your clientsThe process starts with a call. Contact me through LinkedIn, or contact me directly below.prestonbaus@pbcwealthmangement.com(608) 688-3456Securities & Advisory Services Offered through: American Independent Securities Group, LLC, Member FINRA/SIPC, and an SEC Registered Investment Advisor. 664 S. Rivershore Ln. Ste. 150, Eagle, ID 83616 BAUS Wealth Management is not affiliated with American Independent Securities Group, LLC This page is personally managed by Preston Baus/BAUS Wealth Management. American Independent Securities Group is not responsible for any comments or content herein; nor have they explicitly or implicitly endorsed or approved the content posted or shared by third parties.

Listed skills include Leadership, Financial Strategies, Start Ups, Competitive Analysis, and 17 others.

• 

  President - Financial Advisor

  Baus Wealth Management

  Mar 2021 - Present - United States

• 

  Marquette University

  Bachelor'S Degree