Baun & Pate Investment Group – Page 3 – Baun Pate Investment Group

Our purpose at the Baun & Pate Investment Group is to afford our clients with the peace of mind of knowing they’re on track with their financial aspirations so they are free to focus their time and energy on what is most important to them.

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Please send us a message with any questions you may have.

Know Your Advisor: Advisor Report

Solving The Retirement Funding Puzzle

Key Considerations When Planning for Retirement

Estate Planning: Getting the Details Right

Investing in a Corporation

How Should I Compensate Myself: Salary Or Dividends?

Canadian Snowbirds and U.S. Taxes: Avoiding Turbulence

Retirement Readiness: 10 Questions to Support the Planning Process

RRSP

No Drama: Plan for a Smooth Family Business Succession

Real Estate and U.S. Taxes: The Cost of Ownership

Get In Touch With Us