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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

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

 

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Medicare Advantage 101

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

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

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College Savings

See how much you may need to save now to cover future college costs for your child.

Historical Inflation

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

How Compound Interest Works

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

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Simple 401k

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

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Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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.

How Cash Apps Work

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

Charitable Giving: Smart from the Heart

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

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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