Navigating Today’s Financial Environment
Welcome to Baker Financial Services, a full service financial planning firm in Arlington, Texas. For over 30 years, we have offered comprehensive financial guidance to our clients. While there are unique challenges when building wealth and planning for the future, we work hard to help each client navigate their way toward financial independence. Whether you are preparing for retirement, beginning an investment program or need a financial blueprint, our personalized service is designed to help you reach your goals and objectives.Contact Us
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Learn a little about worldwide currency in this fun infographic
A change in your mindset during retirement may drive changes to your portfolio.
Five overlooked tax deductions to help manage your tax bill.
Technology tips to make your next trip even better.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Imagine your ideal post-pandemic retirement with this animated video.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here’s a quick guide to checking to see if you have unclaimed money.
Even low inflation rates can pose a threat to investment returns.
The market is as unpredictable as the weather. We’d love to help you prepare.