Expertise & Integrity. Proactive Strategy.

Based on expertise & integrity, our practice takes the proactive decisions our clients have made in the past and turns them into strategic decisions for their future.

 

Whether you are a client looking to access your financial plan, a new introduction doing a little homework on our team, or just stumbled onto our site, we are glad you are here!  We hope that while you’re here, you will:

 

  • Learn how a multi-faceted approach to your financial planning can help build upon the smart decisions you have already made for your family and yourself.

  • Discover how a comprehensive approach to financial advising can simplify your financial plan.

  • Find out more about John and his team, and how their integrity and charitable mission has helped impact your community.

 

While we are open to working with anyone that wants a partner in their financial plan, we find that the clients we work with best share similar values, specifically:

 

They are charitably inclined.

They value experience, adventure and travel.

They believe in excellent education.

They always put their family first.

 

We feel that the best way to build your financial plan is to start by getting to know you.  If you have any questions, thoughts or ideas, we would love to hear from you.  You can email John directly at john.f.baker@nm.com.

 

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How We Contribute

Every month our team spends a day giving back.  This month we made lunch for the children and families at Ronald McDonald House.


 

John Francis Baker, CFP®, CLU®

Financial Advisor

Ask the Expert: What Impact Can North Korea Have on Your Portfolio?

In this month’s chat, we’re talking about political risk and your investments.

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.

Changing Jobs? Your Top 5 Financial Considerations Beyond Salary

Learn how to assess a new job’s benefits, protect your existing assets, efficiently roll over your 401(k), and more in this free white paper. It also includes worksheets for evaluating major insurance benefits.

Download Now

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck