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 UsHelpful Content
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
View all articles 
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
College Savings
See how much you may need to save now to cover future college costs for your child.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
View all calculators
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.