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
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
There are ways to improve your physical fitness without denting your fiscal fitness.
Tips to avoid checking in luggage on your next vacation.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Women must be ready to spend, on average, more years in retirement than men.
What if instead of buying that vacation home, you invested the money?
A special needs trust helps care for a special needs child when you’re gone.
Learn how to harness the power of compound interest for your investments.
Around the country, attitudes about retirement are shifting.