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 December 2024

Monday Tuesday Wednesday Thursday Friday Saturday Sunday
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
December 2, 2024
December 3, 2024(1 event)

11:00 am: Lunch and Learn


December 3, 2024

December 4, 2024(1 event)

9:00 am: Home and Renters Insurance


December 4, 2024

December 5, 2024
December 6, 2024
December 7, 2024
December 8, 2024
December 9, 2024
December 10, 2024
December 11, 2024
December 12, 2024(1 event)

12:00 pm: Financial Advice for savings


December 12, 2024

December 13, 2024
December 14, 2024
December 15, 2024
December 16, 2024
December 17, 2024(1 event)

11:00 am: Lunch and Learn


December 17, 2024

December 18, 2024(1 event)

9:00 am: Home and Renters Insurance


December 18, 2024

December 19, 2024
December 20, 2024
December 21, 2024
December 22, 2024
December 23, 2024
December 24, 2024
December 25, 2024
December 26, 2024(1 event)

12:00 pm: Financial Advice for savings


December 26, 2024

December 27, 2024
December 28, 2024
December 29, 2024
December 30, 2024
December 31, 2024(1 event)

11:00 am: Lunch and Learn


December 31, 2024

January 1, 2025(1 event)

9:00 am: Home and Renters Insurance


January 1, 2025

January 2, 2025
January 3, 2025
January 4, 2025
January 5, 2025