Broker Check

Our Process

Our job is to ask tough questions, design creative solutions, coordinate planning resources, secure financial instruments, and manage performance results for our clients. Our work covers comprehensive planning, including investing, estate planning, financial strategies, and more.

Development Phase – In the Development Phase, our local and national design teams work together with our clients to gather data, figure out your goals, and look at your financial future from a 1000 foot view. This effort combines the experienced staff of The Baker Group with a diverse range of advisory specialists, including:

    • Plan design specialists
    • Product and product source analysts
    • Legal and accounting specialists
    • Investment analysts and asset managers
    • Corporate and private banking specialists
    • Actuarial specialists
    • Trust services providers
    • Estate planning attorneys
    • Insurance product providers

Implementation Phase – Once our development team recommends solutions, we perform a final analysis on the cohesive plan we’ve developed. Meanwhile, we coordinate with our clients’ legal and financial advisors to complete documentation of the plan and define the administration procedures for the next phase.

Management Phase – Once decision consensus has been reached, the plan moves into the Management Phase. That’s when we secure the necessary service agreements to monitor the results of the plan and respond to ongoing needs. We want you to feel assured that we sit on your side of the table for the long-term.

The decision process begins with the right questions. How can we help you get the answers you need?