Welcome to Baker Financial Services, a full service financial planning firm in Arlington, Texas. For over 30 years, we have offered comprehensive financial guidance to our clients. While there are unique challenges when building wealth and planning for the future, we work hard to help each client navigate their way toward financial independence.
Whether you are preparing for retirement, beginning an investment program or need a financial blueprint, our personalized service is designed to help you reach your goals and objectives. Maintaining a healthy lifestyle can help you reduce health-related expenses-and avoid time in the recovery room.
Whether you are preparing for retirement, beginning an investment program or need a financial blueprint, our personalized service is designed to help you reach your goals and objectives. Maintaining a healthy lifestyle can help you reduce health-related expenses-and avoid time in the recovery room.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Originally founded in 1984, Baker Financial Services (BFS) L.L.C. is a Registered Investment Advisor with the Securities and Exchange Commission under the investment advisors act of 1940. BFS was formed to provide comprehensive financial planning and investment services for our clients. Although goals will vary with each client relationship, simply put, our focus is on providing financial and investment planning to the best of our abilities.
Gerald R. Baker graduated from the University of Texas at Arlington with a B.A. in Economics. He joined Connecticut General in 1969 and served in management and sales until 1978. As a financial planner, Cliff is active in creating and analyzing client portfolios as well as producing financial plans.
Baker Financial Services is dedicated to providing financial planning and investment management for individuals, families, trusts and retirement plans. As stewards of our clients' financial dreams, we believe that developing and maintaining an investment and financial plan is critical to success.
Since your financial objectives are unique, our advice is customized for your specific goals and we strive to provide a quality plan regardless of whether you are saving your first dollar or are currently retired.We act as the architect of the financial plan, which we view as the blueprint used to create a design that reflects the goals, objectives and dreams of the client.
Since your financial objectives are unique, our advice is customized for your specific goals and we strive to provide a quality plan regardless of whether you are saving your first dollar or are currently retired.We act as the architect of the financial plan, which we view as the blueprint used to create a design that reflects the goals, objectives and dreams of the client.
For many, retiring can be an intimidating and confusing proposition. By walking clients through their options, we help to make this transition a smooth one. When to take social security? How to plan for Medicare? How to create a portfolio and financial plan to achieve your retirement goals? These are just a few of the questions we help to answer for anyone currently retired or retiring in the near future.
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