John Francis Baker, CFP®, CLU®

Wealth Management Advisor

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.


 

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.