Michael D. Baer
provides expertise in the areas of wealth creation, management and preservation.
practice addresses asset protection, retirement and estate planning.
focuses on the client's financial decision making process, helping them to make efficient financial choices to maximize their wealth potential and enjoyment.
As a macroeconomic specialist, Michael helps clients measure, verify and coordinate their financial decisions.
is a seasoned professional and has been assisting clients with their concerns in the areas of financial services and insurance risk management since 1983.
He earned his Bachelor's degree in Economics from the University of Wisconsin-Madison in 1980.
wife Cathy have lived the majority of their lives in the Madison area.
This has provided Michael
the opportunity to serve on numerous community service boards and committees including Habitat
for Humanity, Big Brothers & Big Sisters, Independent Living, Crimestoppers, Rotary, and the Madison Association of Insurance and Financial Advisors
greatly enjoys working and associating with people who have a desire to help others.
Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advise.
Please consult with your attorney, accountant, and/or tax advisor for advise concerning your particular circumstances.
Not licensed in all 50 states, contact Michael
to find which states he
is licensed in.