Baobab Wealth Management
Baobab Wealth is a full-service financial planning firm specializing in Retirement Planning and Retirement Income planning.
James is a speaker and author who contributes articles for national media and is the host of the financial podcast Abroad in America. His latest book, Divorce the IRS: How to Defuse Your Biggest Tax Time Bombs Before You Retire, shows you exactly how to avoid or defuse tax time bombs that many unsuspecting Americans face in retirement, so you can make the rules work in your favor and turn the tables on the IRS.
We understand that individuals face unique challenges as they prepare for retirement.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
We can help you address:
Investing principles and strategies
Retirement investing and distribution strategies
Risk management analysis
We also can answer your questions, including:
Can I retire early?
Are my investments working hard enough?
How much do I need to retire?
Am I on track for the retirement that I want?
