Preston Baus

Preston Baus Email and Phone Number

Building Wealth | Tax Reduction | Protecting your Legacy | Solo 401ks | Mega Backdoor Roth | Consulting Surgeons | Medical Device Distributors | Independent Reps 1099s | Coaching | Education | @ BAUS Wealth Management
Preston Baus's Location
United States, United States
Preston Baus's Contact Details

Preston Baus personal email

n/a
About Preston Baus

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.

Preston Baus's Current Company Details
BAUS Wealth Management

Baus Wealth Management

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Building Wealth | Tax Reduction | Protecting your Legacy | Solo 401ks | Mega Backdoor Roth | Consulting Surgeons | Medical Device Distributors | Independent Reps 1099s | Coaching | Education |
Preston Baus Work Experience Details
  • Baus Wealth Management
    President - Financial Advisor
    Baus Wealth Management Mar 2021 - Present
    United States

Preston Baus Skills

Leadership Financial Strategies Start Ups Competitive Analysis Healthcare Strategic Planning Roth Ira Surgeons Strategy Estate Considerations Entrepreneurship Budget Management New Business Development Business Analytics Financial Analysis Training Programs Portfolio Strategies Competitor Analysis Strategic Forecasting Product Strategies Orthopedics

Preston Baus Education Details

Frequently Asked Questions about Preston Baus

What company does Preston Baus work for?

Preston Baus works for Baus Wealth Management

What is Preston Baus's role at the current company?

Preston Baus's current role is Building Wealth | Tax Reduction | Protecting your Legacy | Solo 401ks | Mega Backdoor Roth | Consulting Surgeons | Medical Device Distributors | Independent Reps 1099s | Coaching | Education |.

What is Preston Baus's email address?

Preston Baus's email address is pr****@****nes.com

What schools did Preston Baus attend?

Preston Baus attended Marquette University.

What skills is Preston Baus known for?

Preston Baus has skills like Leadership, Financial Strategies, Start Ups, Competitive Analysis, Healthcare, Strategic Planning, Roth Ira, Surgeons, Strategy, Estate Considerations, Entrepreneurship, Budget Management.

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