Retirement, reimagined

We Help Families Retire On Their Own Terms!!

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what we do

Who We serve

the retirement income Roadmap

Meet Quincy

Some of Our Trusted Partners

Baynes Financial is proud to partner with some of the most trusted brands in the industry.

PICK YOUR IDEAL STARTING POINT

Are you...

Pre-Retirees

It’s never too soon to begin planning for your financial future.

Retirees

Ready or not, retirement is right around the corner!

Business Owner

We specialize in tax planning, employee benefits and more.

As one chapter ends, another begins, welcome to your new found freedom!

Jude Wilson

What We Do

Baynes Financial helps clients with their investment management and financial planning needs. Our clients’ are our top priority and our specialty is creating individually customized retirement and wealth strategies for them.

Since our inception, Baynes Financial has been committed to a relationship-based approach and providing a level of service and professionalism our clients not only expect, but deserve. We are a family-owned business therefore we pride ourselves in treating each of our clients as such. At Baynes Financial, we partner with you to make informed financial decisions by identifying your needs and creating customizable solutions to help you reach your goals.

Income Planning
Tax Planning
Investment Planning
HealthCare Planning
Estate Planning

Retirement Income Strategies

Income planning is the foundation of a successful retirement strategy. This involves creating a reliable and sustainable income stream that covers your essential living expenses throughout retirement. We analyze your current and future income sources, including Social Security, pensions, annuities, and investments, to ensure that your lifestyle is supported by a steady cash flow while managing inflation and longevity risks.

The Retirement Income RoadMap

WE CREATE A CUSTOMIZED, FINANCIAL PLAN FEATuring:

1. Identify

We identify your current financial status to determine where are you today?

2. Protect

We take steps to maximize your

guaranteed lifetime income based on the information we gathered.

3. Reduce

Income taxes are one of the biggest bills you face in retirement and we want to reduce it.

4. Invest

Once we protect your We want to grow our surplus assets.

5. Manage

You want to review everything on an annual basis. So, just like life changes, so does your plan.

Time is now

GET A NO-OBLIGATION CONSULTATION

START MY JOURNEY

Meet Quincy Baynes.

FOUNDER / Retirement Income Specialist

Quincy is a Financial Advisor and a well sought out speaker in the areas of retirement income and financial planning. Quincy is focused on helping his clients work toward their retirement dreams through a well-thought-out strategy for retirement income.

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Retire On Purpose

A Framework to Build Retirement Income While also Leaving a Legacy.

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The 4 Retirement Myth's and to overcome them
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Baynes Financial

We're redefining the rules of Retirement Income Planning for the modern Retiree. We help Pre-Retiree's develop an income plan so they can Retire on their own Terms.

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NEED HELP?

Give us a call or send us an email today.

(909) 330-1400

info@baynesfinancial.com

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Business Continuity Plan

USA Patriot Act Notice

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment Advisory Services may be offered through Baynes Financial, LLC, a registered investment advisor.

Insurance products and services are offered through Baynes Financial and Insurance Services, LLC. Baynes Financial, LLC. and Baynes Financial and Insurance Services, LLC. are affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.