Jim Baker, CLU®, ChFC®

Jim Baker, CLU®, ChFC®

Wealth Manager

Working with a wide array of individuals, families and businesses, I collaborate with my clients to create and build a financial plan where they won't outlive their resources, and has the potential to leave a lasting legacy. No one strategy fits everyone, which is why everyone of my clients gets my undivided attention - from planning to execution to follow-up. I take a proactive approach to helping my clients develop a strategy to address their financial goals and objectives. My focus is on delivering objective guidance and advice. 

I specialize in: 

  • Asset Management
  • Financial Planning
  • Estate Planning
  • 401(k) Rollovers
  • Roth IRAs
  • Retirement Planning
  • Charitable Giving Strategies
  • Stocks/Bonds 
  • Corporate Benefits
  • Long Term Care Insurance

Call or email me to schedule an appointment.