Our Services
Unlike advisors who operate within a limited menu of proprietary products, The Baker Financial Group is a privately owned firm supported by an independent broker-dealer and registered investment advisor. This independence allows us to guide our clients through an extensive and diverse range of carefully vetted investment and insurance solutions, always with their best interests at the forefront.
Our goal is to design and implement strategies tailored to each client’s personal goals, circumstances, and long-term priorities. Every recommendation is grounded in a deep understanding of suitability, risk tolerance, and values, creating a financial plan that is as individual as the client it serves.
Comprehensive Menu of Products and Services
Strategic Planning and Advice
- Financial and Retirement Planning
- Fiduciary Advisory Services
- Portfolio Consultation and Construction
- Risk Management and Asset Allocation
- Tax-Aware Investment and Income Strategies
- Behavioral and Goals-Based Planning
Investment Solutions
- Common and Preferred Stocks
- Fixed Income (CDs, Corporate Bonds, Treasuries, Mortgage-Backed Securities, Government Agency Bonds)
- Mutual Funds and Exchange-Traded Funds (ETFs)
- Interval Funds and Alternative Strategies
- Variable and Fixed Annuities
- Real Estate Investment Trusts (REITs)
- Business Development Companies (BDCs)
- Private and Reg D Investments (for accredited investors)
Retirement and Benefit Plans
- Individual Retirement Accounts (Traditional, Roth, Inherited, SEP, SIMPLE)
- Group and Individual Retirement Plans
- 401(k), 403(b), and other Employer-Sponsored Plans
- Retirement Income Distribution Planning
- Protection and Insurance Solutions
- Life, Disability, and Long-Term Care Insurance
- Health and Supplemental Coverage Strategies
Legacy, Family, and Charitable Planning
- Estate Transition and Wealth Transfer Services
- Charitable and Philanthropic Giving Strategies
- Donor-Advised Funds and Charitable Trusts
- College Savings and 529 Plans
- Business Continuation and Succession Planning
