Our Clients

Baker Financial clients come from all walks of life and have varying backgrounds. For this reason, we are happy to serve a large range of clients, which include:

Retirees

For many, retiring can be an intimidating and confusing proposition. By walking clients through their options, we help to make this transition a smooth one. When to take social security? How to plan for Medicare? How to create a portfolio and financial plan to achieve your retirement goals? These are just a few of the questions we help to answer for anyone currently retired or retiring in the near future. Simply put our goal is to effectively help clients manage this important milestone in their life.

Small Business Owners

Running a small business can certainly be a daunting task! Not only are there multiple day to day decisions to be made but creating time for outside activities can be almost impossible. We strive to assist the small business owner in retirement and financial planning for both themselves and their employees, which we hope will free up time for other aspects of their life.

Professionals / Executives

Has your company recently offered you a deferred compensation plan? How much should you contribute to your company retirement plan? How should you dovetail your retirement investments with your personal investments? Whether you work for a fortune 500 company or are employed by a small business owner, we work with other professionals on questions like these each and every day. We are focused on helping the professional answer these questions while creating a plan to reach their financial goals.