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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

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

The Other Sure Thing

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

 

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.

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How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

The Power of 401k Catch-Ups

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

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Rightsizing for Retirement

What does your home really cost?

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.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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