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The Baker Group, a full-service financial planning firm, can help you plot your financial course. With our experience in designing customized financial strategies, we can steer you in the right direction to meet your financial goals. We can assist you with your personal and business financial needs, using a combination of financial products and strategies, including:
  • Managed Money Services 
  • Benefits Consulting (Qualified Plans & Group Insurance) 
  • High-End Wealth Transfer Planning 
  • Executive Compensation Planning 
  • Chartered Advisors in Philanthropy
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Newsletters
  • Earnings Call: A Closer Look at Financial Reports
    The second quarter of 2016 marked the fifth quarter in a row of declining U.S. corporate earnings. Low oil prices and a strong dollar were largely to blame for
  • Ten Year-End Tax Tips for 2016
    Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
  • Top Financial Concerns of Baby Boomers, Generation Xers, and Millennials
    Many differences exist among baby boomers, Generation Xers, and millennials. But one thing that brings all three generations together is a concern
  • What are my health-care options if I retire early?
    If you're eligible for an early-retirement package from your employer, determine whether post-retirement medical coverage is included. These packages sometimes provide
  • Should I accept my employer's early-retirement offer?
    The right answer for you will depend on your situation. First of all, don't underestimate the psychological impact of early retirement. The
    
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 Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS),an affiliate of Kestra IS. Kestra IS and Kestra AS is not affiliated with The Baker Group.  NFPAS does not offer tax or legal advice.  NFPAS is not a Certified Public Accounting firm.



This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 512-697-6000.
 


Check the background of this financial professional on FINRA's BrokerCheck.