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
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Information vs. instinct. Are your choices based on evidence of emotion?
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Check out this video to begin separating fact from fiction.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The decision whether to buy or rent a home may have long-term implications.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here’s a quick guide to checking to see if you have unclaimed money.
Here are five facts about Social Security that might surprise you.