Bayntree Wealth Advisors
Financial planning for retirement that turns your goals into a game plan. You Dream. We Plan.®
Bayntree Wealth Advisors specializes in helping individuals, families, and business owners in Phoenix, Scottsdale, and beyond with:
1) Retirement income planning so you can retire confidently
2) Proactive tax strategies to help you keep more of your hard-earned money
3) Investment management services to protect and grow your wealth
🎯 Are You on Track for Retirement? Download Our FREE Retirement Readiness Checklist to Find Out
https://www.bayntree.com/checklist
📞 Schedule a 15-Minute Call & Start Planning for the Retirement of Your Dreams
https://calendly.com/bayntreeteam/dream-plan-retire
🎥 Subscribe to Our Channel for Insights on Financial Planning, Retirement Planning & More
Disclosure: Investment advice is offered through Bayntree Wealth Advisors, LLC, an SEC-registered investment adviser. Insurance and annuity products are offered separately through Bayntree Planning Group, LLC.

From Family Business to Franchise Empire with Michael Seitz

How Do Taxes Affect My 401(k)

Finding Purpose and Optimyzing Your Life with Michael Rovellio

Healing Through Mind and Body: Michael Rovellio on Finding Purpose and Wellness

So You’re a Trustee: Understanding Your Role and Responsibilities

Managing a Trust: Essential Steps for Successor Trustees

Trust Tips: Avoiding Mistakes and Ensuring Smooth Administration

Bonus: What Beneficiaries Should Ask

The Five Pillars of Balance: Stop Chasing Perfection!

The Purpose-Driven Playbook with Carly Pepin

Trader Joe's Customer Experience: Why People LOVE This Grocery Store -

Elevating The Customer Experience with Blake Morgan

Scaling Secrets: Building a Dream Team

Crafting Your Dream Business with Kristin Steele

How Often Should I Review My 401k?

The Power of Hyper Focus with John Torrens

401k New Super Catch-Up Contribution Rules

From Burnout to Breakthrough Jodi Hume

Look Into The Future: Post Election

The Power Planning: Veronique James Shares Her Secrets to Success

Common Branding Mistakes: Insights from Veronique James

2024 Year End Planning Tips

Building Brand Authenticity with Veronique James

Designing Spaces, Building Dreams with Dala Al-Fuwaires

From Chaos to Clockwork: How Dala Al Fuwaires Transformed Her Design Team with Systems

2024 Social Security & Medicare: Optimize Your Retirement

Building a Superfan Base with Brittany Hodak

Target Date Funds, Risk Portfolio vs DIY 401(k) Investing

Maximize your 401(k): A Simple Guide to Catch-Up Contributions

What the Grateful Dead can Teach us about Business with Brian Mohr (From the Vault)