Americans abroad and American expat financial explainer video for Baobab Wealth Management, a fee based, fiduciary financial planning firm specializing in working with American expats and Americans abroad. Baobab Wealth is a full service financial planning firm specializing in Retirement Planning and Retirement Income planning.
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
We can help you address:
Investing principles and strategies
Retirement investing and distribution strategies
Risk management analysis
We also can answer your questions, including:
Can I retire early?
Are my investments working hard enough?
How much do I need to retire?
Am I on track for the retirement that I want?
There is never any cost or obligation to have a consultation to see if we may be of service to you.
The Baobab tree is also known as the ‘Tree of Life’ and is native to the African Savannah. Its silhouette is well known globally thanks to its prominent role in Disney’s Lion King. Its fruit is a 100% natural superfood that releases energy, strengthens the immunes system and improves digestive health. The Baobab Tree can live for up to 3000 years.
The analogy with this outstanding tree resonates with Baobab Wealth Management’s approach towards financial planning.
“You plant it in the earth, and a wonderful force of nature causes it to take root, and to grow. You don’t dig it up every 90 days to check on its progress. You don’t uproot the tree and store it in your garage over the winter, to protect it from what you regard as bad weather. Though its leaves fall and it stops growing for a season, the tree itself does not die. And even leafless, the tree is still producing oxygen, without which you and I could not live.
Give the tree enough room, enough light, and enough time. It will give you back air and shade and beauty as it grows – and will go on doing so for your children after you’re gone.” (N. Murry)
Jimmy Miller, CRPC is the founder of Baobab Wealth Management
Jimmy found a passion for helping others with their financial goals while attending college in Anchorage Alaska. Starting his career with Waddell & Reed in 2000, he quickly became the manager for the Wasilla office and then moved to Denver Colorado with the company to manage the office in Cherry Creek.
In 2006, Jimmy decided to go out on his own with a group of advisors and become an independent advisor with ING Financial Partners. This allowed the freedom to provide products that were in the best interest of his clients and also start a fee based practice.
In 2015 Jimmy moved to Intervest International as his new Broker Dealer and founded Baobab Wealth Management, an Independent fee based financial advisory practice. At Baobab Wealth, Jimmy specialized in retirement planning and income solutions for his clients. A financial plan is at the heart of every client relationship.
Jimmy holds the Series 7 & 66 securities licenses as well as life, health and variable insurance licenses. Jimmy also holds the CRPC (Chartered Retirement Planning Counselor) and the CMFC (Chartered Mutual Fund Counselor) designations from the College for Financial Planning.