"The Baker team offers two decades of experience in providing tax, accounting, and financial leadership."

Businesses and families rely on Baker Retirement & Wealth Management.

Tax Services

For years, Baker Tax has been known in the community for providing professional tax and accounting services. We help with a variety activities, including: tax planning and return preparation, tax consulting, small business bookkeeping, payroll support, and consulting on 1031 exchange rules (“like-kind” exchanges).

We have many tax clients throughout Indiana, Illinois, and Kentucky, including: Evansville, Newburgh, Jasper, Boonville, Mt. Vernon, Henderson, Owensboro, and beyond.

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Insurance

Fear of the unknown can cause significant stress in your life. By combining a variety of insurance products, you can reduce the stress and increase your peace of mind. The Baker team is pleased to offer its clients a mix of insurance products aimed at helping achieve these goals.

Life insurance, long-term care insurance, and disability coverage are a few of the ways we can help. Learn more about the insurance products we can offer your family or business.

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Wealth Management

To learn more about Baker Retirement & Wealth Management, P.C.’s financial management services, please visit our dedicated website bakerretirement.com. By clicking on the link, you will be taken to a separate website that discusses these services.

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Visitors to BakerWealth.com should not act upon BakerWealth.com’s content or information without first seeking appropriate professional advice. This website is provided for informational purposes only. 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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