Retirement Planning

Retirement PlanningPlanning for Retirement

Planning for retirement needs is something that everyone must consider at some point.  However, with the daily grind at work, soccer games, piano recitals, and school functions, retirement planning can often fall to the bottom of the priority list.  If this sounds like you, don’t worry – you’re not alone.  Many people want to put together a retirement plan, but taking the first step is often the most difficult step.

Our team at Baker Retirement & Wealth Management, P.C. works with clients to develop an effective retirement investment plan that meets their needs.  We start with the end in mind – your vision for retirement.  From there, we can work backwards by helping you set goals and implement a winning game plan.

“The Baker team strives to help clients protect their retirement savings and optimize returns.”

Our Approach:  Protect & Grow

Our approach is simple:  to create investment plans and implement investment strategies that help protect retirement savings and optimize returns.  In doing so, we can help you achieve your retirement goals.  This often involves developing retirement income plans and distribution strategies that maximize income and minimizes taxes.

401K & IRA

In addition to goal setting and financial planning, we can also assist your family with 401K and IRA rollovers and consolidations.  Our team can also help you identify and develop a mix of investments that best fit your desired asset allocation and tolerance to risk.

Start Planning Your Retirement Today

Take the first step toward your future by contacting our team at Baker Retirement & Wealth Management, P.C.  Based in southern Indiana, we specialize in helping families and businesses set, implement, and track winning financial plans.  Give us a call at (812) 842-2254 or request a call from one of our Certified Financial Planners.  We look forward to helping you identify and reach your financial goals.

Visitors to BakerRetirement.com should not act upon BakerRetirement.com’s content or information without first seeking appropriate professional advice. This website is provided for informational purposes only. It does not constitute an offer to sell, a solicitation, or an offer to buy a security in any jurisdiction in which, or to any person to whom, it is unlawful to make such an offer or solicitation. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC • Member: FINRA, SIPC • Registered with MSRB. Advisory Services offered through Vanderbilt Advisory Services, LLC. Insurance Services offered through Vanderbilt Insurance and other agencies. Clearing Agent: National Financial Services, LLC. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
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