Home Mortgage Deduction

Related Content

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Get Financial News & Updates Delivered to Your Inbox

Experience Matters

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attenti

Learn More

Featured Team Member

Chad McMillan, CFP®

As a financial planner, Chad works closely with each client to establish a long-term financial objective through money management, investment recommendations, and retirement planning.

Cliff Mead, CFP®

As a financial planner, Cliff is active in creating and analyzing client portfolios as well as producing financial plans. Cliff works closely with Gerald Baker throughout the financial planning process.

Gerald Baker, CLU, CHFC

Gerald R. Baker graduated from the University of Texas at Arlington with a B.A. in Economics. He joined Connecticut General in 1969 and served in management and sales until 1978.

Office:	817.861.7099
Fax:	817.861.8099