Baker Wealth is stellar. I wouldn’t trust anyone else with my financial planning. Everyone is extremely knowledgeable and really take the time to really listen to your goals and assess your needs.
December 2023
I have worked with Jennifer and her team at BWS for four years. I am very pleased with the direction of my overall portfolio and retirement plan.
December 2023
Jennifer and her team have put us on a great plan for our retirement.
Through education, relationship building and sound guidance we help clients prepare for retirement. By using the efficiency found in economic-based strategies we provide peace of mind and enjoyment for the second half of life. Our holistic approach accounts for the individualized nature of client's circumstances, desires and lifestyles. Our plans and strategies mitigate risk, provide lifetime income, offer growth opportunities and arrange for legacy building.
