What is Your Financial Destination?
When it comes to making financial decisions for yourself, family, or business, knowledge, rational, and intelligent advice matter. At The Baker Group, everything we do is aimed to help individuals, families, and businesses understand their financial opportunities and plan for a strong future.
We believe in working with our clients through an in-depth process to understand what matters most to them and how their financial plan can help them pursue their goals. Before crafting recommendations, we spend a great deal of time getting to know our clients and building a trusted relationship. Contact us today to start working with a team of financial professionals that puts you and your needs first.Services We Offer Corporate Benefits Meet the Team Contact Us
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Understanding the economy's cycles can help put current business conditions in better perspective.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are a few things to consider when buying or leasing your next vehicle.
Around the country, attitudes about retirement are shifting.
Are you ready for retirement? Here are five words you should consider.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Even low inflation rates can pose a threat to investment returns.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.