Baker Financial Services

Financial planner in Arlington, TX (show on map)

A full-service financial planning firm in Arlington, Texas, offering comprehensive financial guidance for over 30 years.

Call (817) 861-7099

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About

Originally founded in 1984, Baker Financial Services (BFS) LLC is a Registered Investment Advisor with the Securities and Exchange Commission under the investment advisors act of 1940. BFS was formed to provide comprehensive financial planning and investment services for our clients.

Although goals will vary with each client relationship, simply put, our focus is on providing financial and investment planning to the best of our abilities. With our three advisors and five support staff, Baker Financial Services has over 100 years of experience in assisting our clients in multiple areas of their financial life. We always make every effort to add value to each client relationship. We achieve this by: Providing direction through our experience in assisting clients reach their goals. By instilling confidence through our ability to understand client objectives and create a unique plan that will bring all areas of concern together in a coordinated manner designed to avoid obstacles and increase the certainty of reaching their goals. Delivering our capabilities through creativity and utilizing the best technology and research in an integrative planning process.

Team approach for diverse client needs

Personalized financial blueprint

Proactive strategy development

Services

Financial Planning

Act as the architect of the financial plan, creating a blueprint that reflects the goals, objectives, and dreams of the client.

Dynamic and ongoing process Customized for unique client circumstances

Asset Management

Build portfolios using an asset allocation approach with diversified stocks, bonds, and global investments.

Asset allocation approach Diversified portfolios Screening for risk tolerance and financial goals

Estate Planning

Provide guidance on estate planning, social security planning, and insurance including life, health, disability, and long-term care.

Estate planning services Social security planning Insurance planning

Credentials & Certifications

CLU

CHFC

CFP®

Frequently Asked Questions

When should you take your Social Security benefit? +

The optimal time to take Social Security benefits depends on individual financial circumstances, retirement plans, and life expectancy. Generally, benefits can be claimed as early as age 62, but delaying until full retirement age (up to age 70) can increase monthly payments.

How often should you update your estate strategy? +

Estate strategies should be reviewed regularly, especially after significant life events such as marriage, divorce, birth of a child, or changes in financial status, as well as following legislative updates.

What is the difference between Roth and traditional 401(k) options? +

Roth 401(k)s allow contributions to be made with after-tax dollars, providing tax-free withdrawals in retirement, while traditional 401(k)s offer tax-deferred contributions and taxable withdrawals during retirement. Both may be used together depending on tax planning strategies.