Broker Check

817.861.7099

 
Our Commitment: What We Do: Tailored to You:

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

Helpful Content

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Should I Buy or Lease an Auto?

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

 

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

View all articles arrow

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

View all calculators arrow

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

View all videos arrow