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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.