Tax, Wealth Management &
Insurance for Professionals

Despite uncertainties in the economy, your career has continued to stay on the right track. You work hard, climbing the corporate ladder in hopes for a bright future for yourself and your family. As you climb the ladder, you need to have a vision of where the ladder is taking you. Finding someone who offers the right mix of advisory and tax services for professionals like you in the Evansville Tri-State area is an important step on the ladder. Baker wants to give you direction in this important step toward achieving your goals.

The Baker team tax professionals have years of experience providing tax, accounting, wealth management and insurance solutions for professionals like you in Indiana, Kentucky, and Illinois.

Whether you’re just starting your career or have been working for many years, Baker can fit your needs.

How Can Baker Help Business Professionals?

Our team at Baker Retirement & Wealth Management, P.C. helps people like you everyday. We take the time to learn about your career goals and implement a strategy that utilizes the following approaches:

• Develop a Tax Strategy – You’ve worked hard for your salary. Baker understands how to maximize your return and minimize your tax obligation.
• Stay on Top of Your Family Budget – Do you have a budget? Have you put together a plan? If not, Baker can show you how to track expenses and income, ensuring you are meeting your goals.
• Supplement Your Employer’s Insurance – No one likes to think about unforeseen circumstances that could terminate your income stream. What would happen to your assets and how your family’s needs are met? Baker has already done the homework to find suitable options for supplemental life insurance and disability.
• Offer options regarding Wealth Management - guide you in making financial decisions and plan for life events including paying for college expenses for your children and retirement to name a few.

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