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




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
  • What You Can Do with a Will
    A will is often the cornerstone of an estate plan. Here are five things you can do with a will.
  • Ten Year-End Tax Tips for 2017
    Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
  • Five Myths About Group Disability Insurance
    You may think that the chances of becoming disabled during your working years are slight, and even if you did get hurt or had to miss time at work, you could get by
  • How much money should a family borrow for college?
    There is no magic formula to determine how much you or your child should borrow to pay for college. But there is such a thing as borrowing too much. How much is too
  • How can families trim college costs?
    Trimming college costs up front can help families avoid excessive college borrowing and the burdensome student loan payments that come with it. Here are some ideas.
    
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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.