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

If you are like most people, you worry about your financial future. We can help.

  • Flat retainer, full-service financial planning. From cash flow to estate planning, we can work with you every step of the way.
  • Fee-only financial advice. We sell no products and receive no commissions.
  • A comprehensive approach to your goals. Our team will work within all areas of your financial life: tax planning, savings and investment strategies, insurance, estate planning, retirement planning, budgeting, and more.
  • Planning for your current lifestyle as well as the future. Our financial plans are living documents; they change as your circumstances change. We help set realistic goals and offer advice every step of the way.
  • Ongoing Communication and Advice. Your annual retainer fee allows you to call or e-mail us any time during the year, in addition to your regularly scheduled appointments - at no extra cost to you.

HOW WE CAN HELP.

What often happens is that you go to a stockbroker for investment advice, an insurance agent to buy insurance, an accountant for tax preparation, and an attorney for estate planning. All of them can give you great advice about their area of expertise, but it's a bit like deciding what the puzzle is, based on only one piece. Is it any wonder that the pieces then don't fit together?

With the right help, you can put them together successfully. Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.

Additional Information

Forrest Baumhover joined Lawrence Financial Planning in 2018 after a rewarding 24-year Navy career. He holds a B.S. in English from the United States Naval Academy and an M.B.A from Old Dominion University. Forrest has been a CFP® professional since 2015. He is also enrolled before the IRS as a tax practitioner.

As a veteran and a financial planner, Forrest understands the difficulties of being financially prepared for the unexpected. His personal experience in helping sailors resolve their own financial challenges inspired him to become a financial planner.

Forrest has been quoted in the USA Today, Christian Science Monitor, and the New York Times.

Originally a native of Dade City, Florida, Forrest has lived in the Westchase community of Tampa since 2014. In his spare time, he volunteers as a transportation specialist, transporting his three children from activity to activity.

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