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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.

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Helpful Content

Are You Ready for Your Portfolio to Make a Difference?

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Medicare Advantage 101

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

 

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

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Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

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4 Elements of an Estate Strategy

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

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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