Forrest Baumhover (CFP, EA, MBA)

Forrest Baumhover focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

At Westchase Financial Planning, we help our clients focus on the complete picture.  While many advisers focus on investments or insurance products, we believe in looking at the big picture.  This includes not only insurance or investment needs, but also:

  • Tax planning
  • Estate planning
  • Cash flow
  • Retirement planning

Once our clients start to understand the relationship between their money and their life, they're able to make better decisions.  That way, their financial decisions support their goals.

 

Additional Information

At Westchase Financial Planning, our target audience includes military servicemembers and families, particularly those who are transitioning from active duty.  Having completed a 24-year Navy career, Forrest has gone through the transition process.  With this experience, he helps military members and their families address the financial and emotional roller coaster that leaving the military entails.

However, many of Westchase Financial Planning's most valued relationships come from outside the military.  For example, we seem to work very well with:

  • Households where there is high income, but have found themselves in a troubling tax situation.  These families might have already been turned away by an adviser because they don't 'meet the adviser's minimums,' and they feel their CPA isn't helping them out. 
  • Are women, or households where the woman is responsible for the family finances.  We don't understand why, but perhaps it's because we take a little more time to understand your situation before we do anything drastic.  Our female clients also appreciate our focus on education, so they are a valued partner in making decisions.  After all, it is their money.

If you feel overwhelmed or you just want someone to help you put it all together, contact Westchase Financial Planning today for an appointment.

NAPFA Start Date

September 16, 2016

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This Office

8565 W Linebaugh Ave Tampa, FL 33625-3731 Phone: (813) 961-4930 Fax: (813) 961-4930