Baker Financial Services
423-416-5969 kevin.baker@lpl.com
Our Mission Statement: Our goal is to act as an all encompassing financial guide to our clients, and prospective clients. With every client, we are completely transparent, work with integrity, and aim to provide a first class concierge service all while expanding our relationships both personally and professionally. Beyond providing comprehensive management, we strive to exceed expectations by our strategic partnerships with attorneys, CPAs, bankers, medicare specialists, real estate agents, insurance brokers, and many more to bring the best possible services to our clients.
Value Proposition: With a combined 45 years of experience working with individuals, professionals, and small businesses, we distinguish ourselves by evaluating and implementing many specialties beyond money management and first class service. Through numerous years of working with a vast array of clients, we have developed strategic partnerships with local professionals. Within our 45 years of experience we pride ourselves on the knowledge we bring to add limitless value to our clients.
Referrals to third party resources available for the following (you are under no obligation to use the services of any of the entities shown and may choose any qualified professional to provide any of the services described above. These entities and their services are not affiliated with LPL Financial or Baker Financial Services):
- CPAs and Tax Professionals
- Medicare and Medicaid Insurances explained and Implemented
- Property Casualty - Importance of Umbrella Insurance
- Private Banker Available/Credit Unions with introduction
- Connected to the Top Real Estate Agents in the Area
- Health Insurance Guidance - Transition from Employer based coverage to Individual coverage
- Introductions to Local Attorneys we work with for Wills, Estate, Trust, and other needs