MARY ELLEN BALDWIN, CFP®
Baldwin & Associates is a fee-only financial, tax and investment planning and advisory firm located in 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.
Baldwin & Associates is a Registered Investment Advisor and is regulated by the State of Florida.
Copyright© 2003, 2006, Mary Ellen Baldwin CFP®. All rights reserved.
