Your Financial Advice Expert

Previous Lunch & Learn Events:

  • How much money down do you need to start
  • 401k, IRA, pre and post tax programs
  • How to set up an auto-savings
  • Plan out your retirement today

SCHEDULE A TIME WITH ME:

Cory Baer

Cory Baer is the Chief Business Development Officer for Strait & Sound. In this role, he fulfills a dual mission. First, he serves clients by ensuring that they have the best possible financial plan to achieve their long-term goals, particularly complete financial independence. Second, he also serves as an ambassador of the Strait & Sound brand by introducing the firm to the larger community and select strategic partners.

Cory is most passionate about coming to deeply understand clients and helping them feel secure in their financial plan. He takes great pride in providing strategies that build true and lasting wealth for clients, so they don’t have to worry about money again. He also enjoys expanding clients’ horizons so they dream bigger dreams and have the guts to go after those dreams.

Cory is also passionate about families, both his client’s families and his own. Cory knows that stories are often at the center of family life and he loves hearing his client’s stories. Cory says: “I love being a dad and a husband and enjoying the journey that goes along with that role.  Relationships are so important to me.  It’s my client, my wife and my kids and the relationships I hold with each of them that spur me to get out of bed every day and crush life.”

Building A Long-Term Strategy To Achieve Your Dreams

Financial Planning

Financial Planning is the foundation of wealth-building. It is so important, in fact, that every Strait & Sound client receives their own unique financial plan, customized to their long-term goals. At Strait & Sound, we believe Financial Planning is an essential strategy for achieving complete financial independence – a top goal for nearly all of our clients. Given their importance, we’d like to take a few moments to explain how we develop and use financial plans.

Financial planners often build a plan, hand it to a client and recommend that they implement it. Building a plan is an important first step to financial planning, but it’s really not the complete picture. A financial plan represents the most accurate information and the best set of assumptions and projections that can be made at a moment in time. But as the old saying holds, time changes everything.

The unique financial plans we build for each client serve as a roadmap to understand where they want to go and how they’ll get there. In this sense, Financial Planning is never really done. A plan that sits on a shelf collecting dust is about as valuable as a roadmap that never gets used. It won’t take you anywhere.

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Set up an initial chat at stait & Sound w Cory Baer

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Events in November 2024

Monday Tuesday Wednesday Thursday Friday Saturday Sunday
October 28, 2024
October 29, 2024
October 30, 2024
October 31, 2024(1 event)

12:00 pm: Financial Advice for savings


October 31, 2024

November 1, 2024
November 2, 2024
November 3, 2024
November 4, 2024
November 5, 2024(1 event)

11:00 am: Lunch and Learn


November 5, 2024

November 6, 2024(1 event)

9:00 am: Home and Renters Insurance


November 6, 2024

November 7, 2024
November 8, 2024
November 9, 2024
November 10, 2024
November 11, 2024
November 12, 2024
November 13, 2024
November 14, 2024(1 event)

12:00 pm: Financial Advice for savings


November 14, 2024

November 15, 2024
November 16, 2024
November 17, 2024
November 18, 2024
November 19, 2024(1 event)

11:00 am: Lunch and Learn


November 19, 2024

November 20, 2024(1 event)

9:00 am: Home and Renters Insurance


November 20, 2024

November 21, 2024
November 22, 2024
November 23, 2024
November 24, 2024
November 25, 2024
November 26, 2024
November 27, 2024
November 28, 2024(1 event)

12:00 pm: Financial Advice for savings


November 28, 2024

November 29, 2024
November 30, 2024
December 1, 2024