Rick Baumgartner of Senior Info Services, Inc. is a fee based registered investment advisor in Medford, Oregon, specializing in investment management for retirees and pre-retirees. We do not accept commissions for our investment advisory services, which include:
- Private Asset Management
- Comprehensive financial planning
- Socially responsible investing (SRI)
- Charitable giving planning
- Estate planning
- Tax Planning
In addition, we operate a risk assessment and management that is designed to ascertain and quantify risk as one transitions through retirement. These are insurance strategies and we do accept commissions from insurance companies for these services. They include:
- Income and asset preservation planning
- Tax efficient estate
- Long term care planning
- Tax efficient estate distribution planning
