About Frank Baumgartner

I am a native of Colorado with over 5 years of experience in the Retirement & Medicare Markets. I graduated from the University of Colorado with a BS in Geology. I was in the Energy Industry for over 30 years. I am now focused on providing excellent service and products well suited to the individual. Whether you need assistance with navigating your Medicare choices or transitioning from the accumulation phase to decumulation by providing products that create monthly income for the rest of your life in products that can never go down in value, I can help you with all of this. I have my Registered Social Security Analyst designation, so I can assist you in deciding when to take your social security. I am now focused on giving his clients the best service possible in the retirement area. I am looking forward to helping my clients with the products and services needed to fulfill their retirement dreams.

I assist seniors in managing their personal finances, with a focus on guiding them through the transition from saving and accumulating wealth to securing a lifetime income stream, primarily through annuities.