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Baker Financial Insurance Services Inc.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Get your retirement plan in order today!

BFIS will help you navigate retirement ... safely ... securely
It's never too early to start planning & saving for your retirement.

Welcome! Baker Financial Insurance Services Inc. is a company that is dedicated to providing its hundreds of clients with the successful coordination of their plans in the fashion they desire in order to secure their financial future. Our strategies are designed to secure wealth and avoid risk for those who are nearing retirement or are already retired.

What if your Nest Egg was protected from loss during Market volatility while still providing growth during the upswing years? What if you could have the assurance that you would not outlive your retirement income?

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Your Road-Map To Endless Horizons

We are happy to offer an array of other helpful products. From Life Insurance to Long Term Care Insurance plans, each is designed to protect your assets. Our Irrevocable Funeral Trusts can even protect some assets from Medicaid.

You need to have your best interests secured at all times. At Baker Financial Insurance Services Inc., we value our clients and will make sure that your best interests and concerns are always on the forefront.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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