Access your account today!
Client CenterWhat 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
Helpful Content
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
The Pros and Cons of a NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
View all articles 
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
View all calculators
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.