Family Tax Services

Helping Families In a Complicated World

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 and insurance solutions 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 assure 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.
Let Us Be a Friend to Your Family
With years of service under our belt in Kentucky, Illinois, and Indiana, our expertise and quality service are ready to help you take your household’s budget to the next level.
Baker Retirement & Wealth Management is not a registered broker-dealer nor a registered investment advisor. Baker Retirement & Wealth Management is not a registered broker-dealer nor a registered investment advisor. 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. Vanderbilt Financial Group does not provide tax or legal advice. Please consult with your tax and/or legal advisor regarding your personal circumstances. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Vanderbilt Advisory Services
Clearing agent: Fidelity Clearing & Custody Solutions
Insurance Services offered through Vanderbilt Insurance and other agencies
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
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