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Hope Is Not A Plan!
We Help With The Planning Process

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Accumulation

  • 401(k) Plans

  • 403(b)/457 Plans

  • Stocks, Bonds and Mutual Funds

  • Education Funding Strategies 

  • Concentrated Stock Position

  • Alternative Investments

Wealth Accumulation services from the Baker & Associates Financial Management team provide the guidance and support you need to reach your financial goals. We specialize in 401(k) Plans, 403(b)/457 Plans, investing in stocks, bonds, and mutual funds, education funding strategies, concentrated stock positions, and alternative investments. Let us help you build and secure your financial future.

At Baker & Associates, we specialize in providing comprehensive wealth protection services, including term life insurance, whole life insurance, health insurance, disability income, long term care, tax sheltered and fixed annuities, and variable annuities. We strive to provide the best coverage and value for our clients.

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  • Term Life Insurance

  • Whole Life Insurance

  • Health Insurance

  • Disability Income 

  • Long Term Care 

  • Tax Sheltered  and Fixed Annuities

  • Variable Annuities

Protection

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Retirement

  • IRA's,  ROTH's
    Rollovers/consolidation

  • Pension Transfers/Rollovers

  • Pension Payout Strategies

  • Medicare Supplement Coverage

At Baker & Associates we offer a range of retirement investment services including IRA's, ROTH's, rollovers consolidations and pension transfers, pension payout strategies, Medicare and supplement coverage. Our experienced professionals will work with you to create a tailored plan to help you achieve your retirement goals.

Legacy Planning is an invaluable service for those looking to ensure a secure future for their family and business. Our team specializes in Charitable Giving Strategies, Estate Conversion Strategies, and Business Transition Strategies to help you create a lasting financial legacy. With our professional guidance, you can rest assured that your hard-earned assets will be managed and distributed according to your wishes.

Country Road

  • Charitable Giving Strategies

  • Estate Conversion Strategies

  • Business Transition Strategies

Legacy

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