Today’s Celestial SpotLight features Forrest Baumhover from westchasefinancialplanning.com.
What is your profession?
I’m a fee-only financial planner. I help people understand their money so they can tackle their financial problems and focus on their path to financial independence.
Who are your ideal clients? Who do you heal or help?
I have two ideal clients:
1. Military personnel or families who are separating or retiring from active duty.
2. Tampa-area folks who feel like they’re doing all the right things, but either had a bad experience with a previous advisor, or have often heard, “Sorry, you don’t meet our minimums.”