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
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgement.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
View all articles 
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
View all calculators
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.