Broker Check

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?

Each person's situation is unique. We specialize in tailoring each of our client's plans to meet and exceed their retirement goals. From providing a steady stream of retirement income to growing your Nest Egg to protecting your savings to pass on to your heirs. For over 40 years we've been protecting local retiree's assets, and we can for you, too!

Since 1979 we have been assisting area residents with their Medicare Supplement needs. We also offer Medicare Advantage and Part D Prescription Drug plans. As local Independent Insurance Representatives, our goal is to offer our clients the largest variety of plans so they can choose the ONE company with the ONE plan that best suits their needs. Contact us today for your free quote!

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. 

Our website has been designed with you in mind. Please take the time to browse through and familiarize yourself with the different topics of Insurance and Retirement Planning. Interested in current issues? Check out our Articles section. Then, let us know if there is anything we can do to assist you with your retirement planning needs. Baker Financial Insurance Services Inc. makes sound retirement planning available for those in the Western Ohio area!

We do not offer every plan available in your area.  Any information we provide is limited to those plans we do offer in your area.  Please contact or 1-800-MEDICARE to get information on all of your options.