Baker Retirement

Serving the Tri-State & Beyond

The Baker Team

Wealth Management | Tax | Insurance

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Financial Solutions for Your Needs
Tax Services Evansville Indiana
Tax Services
Serving the Evansville Tri-State with: tax return preparation, tax planning, bookkeeping, payroll, 1031 exchanges, and more.
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Insurance Finances Evansville
Insurance
Offering our clients a mix of insurance products, including life insurance, long-term care insurance, and disability coverage.
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Wealth Management Evansville
Wealth Management
Learn about Baker Retirement & Wealth Management, P.C.’s financial management services at bakerretirement.com.
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Who We Serve
Families

Tax services, insurance solutions, and ongoing support are just a few ways we serve families in the Tri-State area.

Farmers

From succession planning to farm bookkeeping services, the Baker team is here to serve your farming business.

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Small Business

We offer small businesses a variety of services, including payroll management, bookkeeping, and tax planning.

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1031 Exchange Expertise

Looking for Help with a 1031 Exchange?
A 1031 exchange (or “like-kind” exchange) can be an effective strategy for achieving your goals while also reducing tax obligations. Is a 1031 exchange right for your farm or small business? Watch our video library on the topic of 1031 exchanges.

Watch Our Tax Videos
About Our Founder
Jeff Baker
Baker Retirement & Wealth Management, P.C. has been providing tax, wealth, and accounting services for more than thirty years. Founded by Jeff Baker, CPA, CFP, M.S. Financial Planning, our company has grown to serve the needs of the Evansville Tri-State and into the Midwest.
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Jeff Baker
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Baker Retirement & Wealth Management is not a registered broker-dealer nor a registered investment advisor. Baker Retirement & Wealth Management is not a registered broker-dealer nor a registered investment advisor. Baker Retirement & Wealth Management and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Vanderbilt Financial Group does not provide tax or legal advice. Please consult with your tax and/or legal advisor regarding your personal circumstances. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Vanderbilt Advisory Services
Clearing agent: Fidelity Clearing & Custody Solutions
Insurance Services offered through Vanderbilt Insurance and other agencies
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures