Our Advantage

Independent Strength

Baker Krizner is an independent financial advisory firm.  Beyond ensuring our strategies are best matched to your financial objectives, the key benefit is that our advisors have the ability to draw from a broad and virtually endless mix of products and services.  With the clear understanding of your needs, we carefully select a customized portfolio to meet your specific needs.

Putting Your Plan Into Action

The key to achieving financial independence is implementation. Developing a comprehensive plan only to file it away and forget about it won’t get you where you want to go.

We will help you take the next steps and put your financial plan into action. Our process is designed to go beyond words and written plans – we give you the tools and advice you need to take the actions that will help you on your way to reaching your goals. Each step you take will be tailored to your time horizon, tax bracket, need for liquidity and tolerance for risk.

Financial planning is an ongoing process. Your goals and situation will inevitably change over time. To help ensure your investments stay aligned with your needs over time, we will periodically review your plan to make sure you are still on the optimal path to achieving your objectives. 

Tax-Wise Strategies for Year-Round Planning

Reducing your taxes requires comprehensive, year-round planning. It’s not something you can do effectively by waiting until April 15 each year. We can work with you to implement tax-wise strategies that can help reduce your annual tax liability so you can keep more of what you earn.

Our comprehensive services include:

  • Year-round tax planning
  • Tax-wise investments
  • Qualified retirement plan analysis and recommendations
  • Debt restructuring to maximize allowable interest deductions
  • Planned giving strategies and charitable contributions

The Value of Objective Advice

At Baker Krizner Financial Planning, we are independent and objective. We strongly believe the most effective advisor/client relationships result when there is no conflict of interest due to compensation arrangements with outside parties.

As such, we have no proprietary investment products to recommend and no vested interest in promoting a particular product or service. Our only interest is that your needs are met and that you are always assured of unbiased recommendations and advice.

Helping You Attain Long-Term Financial Success

At Baker Krizner Financial Planning, we want to help you live a life of value focused on those things that are most important to you.  As your advisor, we strive to make certain that your individual needs and personal objectives are carefully considered as we help you develop an action-oriented plan to reach your financial goals.

We believe that, when done properly, financial planning is a critical element to help ensure the quality of your life. You owe it to yourself – and to those you care about.

Contact us to learn more about how we can help you simplify your financial life through comprehensive and personalized financial strategies.

Fee-based advisory services are offered through Cadaret Grant & Co. Inc., a Registered Investment Advisor. Securities are offered through registered representatives of Cadaret, Grant & Co., Inc., Member FINRA and SIPC. Investment products involve investment risk, including possible loss of principal amount invested. Investment return and principal value will fluctuate so that the investment, when redeemed, may be worth more or less than the original investment.