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The Baker Group, a full-service financial planning firm, can help you plot your financial course. With our experience in designing customized financial strategies, we can steer you in the right direction to meet your financial goals. We can assist you with your personal and business financial needs, using a combination of financial products and strategies, including:
  • Managed Money Services 
  • Benefits Consulting (Qualified Plans & Group Insurance) 
  • High-End Wealth Transfer Planning 
  • Executive Compensation Planning 
  • Chartered Advisors in Philanthropy
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  • Working in Retirement: What You Need to Know
    Planning on working during retirement? If so, you're not alone. Recent studies have consistently shown that a majority of retirees plan to work at least some period of
  • Test Your Investing IQ
    How much do you know about market basics? Put your investing IQ to the test with this quiz on stocks, bonds, and mutual funds.
  • Kickstart Your College Fund with a 529 Plan
    If you're looking to save money for college, one option to consider is a 529 college savings plan. Created over 20 years ago and named after the section of the tax code
  • How do the economic milestones of young adults today compare with prior generations?
    If you're the parent of a young adult who is still living at home, you might be wondering whether this situation is commonplace. According to a
  • Chart: Young Adult Milestones, 1975 vs. 2016
    The following pie charts compare four common milestones of adulthood — getting married, having children, working, and living independently — achieved by young adults
    
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 Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS),an affiliate of Kestra IS. Kestra IS and Kestra AS is not affiliated with The Baker Group.  NFPAS does not offer tax or legal advice.  NFPAS is not a Certified Public Accounting firm.



This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 512-697-6000.
 


Check the background of this financial professional on FINRA's BrokerCheck.