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Baker Krizner Financial Planning
We offer a wide variety of services, account types and products that are carefully selected to meet your specific needs.
SERVICES
Our financial planning process targets the concerns and needs of managing your wealth through:
Investment Planning
Retirement Planning
College Funding
Tax Planning
Estate & Probate Planning
Risk Management
Debt Management
Business Succession Planning
Trust Services
Our financial planning process is based on a consultative approach in a multi-step engagement that is designed to discover your unique needs and deliver clear recommendations.
Initial Meeting / Engagement
Fact Finder
Analysis and Plan Design
Plan Delivery and Implementation
Periodic Review
ACCOUNT TYPES
Taxable
Individual
Joint
Custodial
Tax Deferred
IRA / Rollover IRA
Roth IRA
SEP / SIMPLE
401(k) / Profit Sharing
403(b)
529 College Plans
We specialize in designing personalized financial and/or estate plans. Through our planning process, we help you to create, enhance, and distribute wealth throughout your lifetime.
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PRODUCTS
Investments
Stocks
Bonds
Mutual Funds
ETFs
UITs
Variable Annuities
Fixed Annuities
Fee-based Investment Management
Insurance
Term Life
Universal Life
Long-Term Care
Disability
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