STEP 1: Polishing Your Goals

What matters most to you in life? Setting objectives is the single most important part of creating a solid foundation for the future. We use these goals to develop a customized approach, designed to maximize returns on a risk-adjusted basis and capitalize on opportunities in constantly changing markets to give you the results you need to reach your goals.

 

STEP 2: Constructing a Personalized Portfolio

At Baker Financial Group we construct a two-part portfolio customized to your requirements. The first is a Baker Proprietary Portfolio™ invested in select, high-quality companies and allows our team to move quickly in fast-paced markets. The second is a complementary "Sidecar" account that gives you personalized investment flexibility.

 

STEP 3: Providing Holistic Wealth Management

Our wealth management process will help structure all your financial assets to aid you in accomplishing your goals. We will work with your trusted advisors while offering access to our top-drawer professionals in areas such as tax-efficient financial planning, estate planning, insurance, legal issues and special needs. We will keep your big picture in mind and manage your needs holistically.

 

STEP 4: Delivering Ongoing Smart Management

Your account will be fully managed by a professional and knowledgeable team and you will receive our signature portfolio reviews to mark your progress and review your goal achievement. With your goals set and your financial strategies in place, our ongoing smart management will give you ease of mind.

 

STEP 5: Estate and Multi-Generational Planning

Where does your legacy lead? Our experts in Estate Planning will provide the guidance you need to preserve your wealth for your family's future. We will craft a comprehensive estate plan that ensures the security and well-being of your loved ones while managing the transition of your wealth to the next generation.

 

"Baker Financial Group's greatest strength is their ability to clearly articulate what the approach is, what the goal is and depending upon the risk level, how they will go about it."
Jack Fraser, Retired School Principal

"Bryan never changes his approach and style. He sticks to the strategy and doesn't waiver from it. His decisions are based on fact and strategy. He keeps me consistent and on course."
Mark Eleoff, Business Owner