Palermo Financial provides independent and fee-only premium financial planning and ongoing asset management.
Chris Baum CFP®, is the president and chief financial planner of Palermo Financial. His goal and mission is to provide financial 'peace of mind' with only your best interest at heart. No sales commission, no hidden fees, no conflict of interest!
Contact us for a complimentary meeting to answer your questions and begin your road towards financial peace of mind.
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Palermo Financial Group works
with individuals, businesses, high net-worth clients and young
achievers. We help our clients as a retirement planner deal with, 401k
rollover, Simple IRA, SEP IRA and Roth IRA. Our investment management
is done in a passive approach. As a financial planner we set up and
monitor retirement accounts, rollovers, and new investment accounts,
IRA and inheritances. investment management in a fee only form money is
one of the most critical acts for our clients. Chris Baum is a CFP
® practitioner. Certified Financial Planner (tm) professional, an
independent napfa retirement planner that helps his clients achieve
their fullest with a high standard of ethical conduct and client
service. Palermo Financial Group is a CFP ® fiduciary for our
client’s accounts and assets. A napfa CFP ® financial planner does
not sell insurance or annuities we are a fee only financial advisor,
retirement planner, and investment management. In Las Vegas our sole
focus is on helping the client achieve their goals. We perform 401k
rollovers, new business accounts, asset allocation, and investment
guidance. Palermo Financial Group is a napfa financial advisor,
financial planner, Investment manager, as well as a member of the
garrett planning network in las vegas, and henderson. The independent
napfa and the garrett planning network are consumer advocates las
vegas,and henderson. We’re proud of our membership in a highly
exclusive network of financial advisor professionals across the country
choosing to work with clients on a fee only no commission, napfa and
the garrett planning network. In las vegas, Henderson, summerlin, we
are an independent financial planner certified with CFP ® certified
financial planner ™. Retirement planner and financial advisor in las
vegas fee only investment management are what we focus on. As a fee
only financial advisor and retirement planner we understand investment
management is important to our clients. A financial planner and
financial advisor should be there for their clients and the 401k and
401k rollover for investment management in las vegas. In las vegas,
henderson, summerlin we are the independend fee only financial advisor
and retirement planner of of choice for your investment management
options
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