Click to Apply For Health Coverage

 

Baker & Baker Financial Group

FINANCIAL STRATEGIES FOR YOUR PERSONAL AND BUSINESS WORLD

 

Today's investment climate offers unprecedented opportunities. At Baker & Baker Financial Group, a family affiliated enterprise established over three decades ago, our mission is to help our clients develop an extensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our website, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial strategy, or for more information please contact us today 847-284-0207 or email susan@bakerandbakerfinancialgroup.com

 

Our Services

We serve individuals and businesses in all areas of financial strategies, including:

  • Retirement planning
    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
  • Estate planning
    Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  • Risk management
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
  • Education funding
    Recommending investment and accumulation strategies to help you pay for your children's education.
  • Investment Planning
    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment
  • Employee and executive benefits
    Helping your business attract and retain qualified employees through benefit packages.

* Neither Baker & Baker Financial Group nor their employees provide tax, legal or accounting advice.  Please consult with your own tax, legal or accounting professional before determining a course of action.

Newsletters

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,444.34 +0.26%
Nasdaq Composite 7,449.03 -0.48%

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.