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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

Medicare Advantage Plans (Medicare Part C)

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Breaking Down the Parts of Medicare

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

 

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Understanding Homeowners Insurance

Purchasing homeowners insurance is critical for protecting your home.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

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Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

The Power of 401k Catch-Ups

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

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.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

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How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Surprises

Making the most of surprises is a great reason to work with us.

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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