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
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
To choose a plan, it’s important to ask yourself four key questions.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
View all articles 
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
View all calculators
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
When Markets React
When markets shift, experienced investors stick to their strategy.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.