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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
Latest Video Client Alert
Is Smart Beta a Smart Strategy for You?
Traditional investment indexes such as the S&P 500 are weighted based on market capitalization, the value of a company's total outstanding stock. This means the
Tax Benefits of Homeownership
Buying a home can be a major expenditure. Fortunately, federal tax benefits are available to make homeownership more affordable and less expensive. There may also be tax
Is It Wise to Trade Your Pension for a Lump Sum?
Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s.
Are you ready to retire?
Here are some questions to ask yourself when deciding whether or not you are ready to retire.
What is an ERISA fiduciary?
The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who participate in retirement plans and certain other employee benefit
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Securities offered through Kestra Investment Services, LLC (Kestra IS), Member
. 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.
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