Family Tax Services

With our roots right here in Southern Indiana, Baker understands the importance of family. What have you done lately to protect your family’s future? Have you thought about your family budget? How will changing tax laws impact your family’s cash flow? Being proactive is an important step to take care of those you love.

Baker Retirement & Wealth Management has been helping families like yours in the Evansville Tri-State make sense of the complex for years. In today’s fast-paced world, it is easy to become overwhelmed. Baker will simplify this arena of your life by placing family tax services, wealth management solutions and insurance needs under one roof.

Family Tax Services & Insurance Solutions

Specifically, here are three ways Baker can take the guesswork out of the equation:

• Family Tax Services – Tired of late nights trying to make sense of filing your tax return? Not only will Baker ensure that your information is filed correctly, we will help you receive the maximum return by finding credits you may have missed.
• Comprehensive Insurance Solutions – Have you taken the necessary steps to take care of loved ones in the event of a serious injury or death? Baker can help you identify a life insurance or disability income plan that can provide peace of mind.
• Ongoing Support – Have a question? No need to wait for impersonal, long-distance assistance when Baker is right around the corner! Only a phone call away, Baker is here to patiently assist you in reaching your goals whether it be tax related, an insurance solution or wealth management.

Take the first step towards financial success by scheduling a personalized consultation with our advisors.

Contact Info

Gibson County Clients:

812-729-7426

Baker Retirement & Wealth Management and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Jeffrey Baker is a licensed registered representative through Vanderbilt securities and licensed financial advisor through Vanderbilt Advisory Services. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Advisory Services offered through Vanderbilt Advisory Services. Clearing agent: Fidelity Clearing & Custody Solutions. Insurance Services offered through Vanderbilt Insurance and other agencies. Vanderbilt Financial Group does not provide tax or legal advice.
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures