Our Services
The professionals at Baker & Yoest provide direction and advice regarding many types of financial decisions, including:
Investment Planning
Through Baker & Yoest Investment Advisers, Inc., an SEC Registered Investment Adviser firm, clients are offered a full spectrum of financial services. Portfolios will be designed to meet your investment goals while taking into consideration your risk tolerance and time horizon. We customize your portfolio choosing from a broad range of investment vehicles, including, but not limited to:
- Exchange Traded Funds
- Individual stocks, bonds, and CDs
- Mutual funds
- Fixed and Variable Annuities
Retirement Planning
Combining investment, cash flow and tax planning for a comfortable retirement.
- IRAs, Traditional and Roth
- Lump sum distributions and Rollovers
- Roth Conversions
- Retirement Income needs analysis
- Selecting a pension option from company plan
- Setting up retirement plans for business owners
Estate Planning
Helping clients plan for the distribution of their assets.
- Planning to minimize expenses and federal estate taxes
- Strategic use of life insurance in estate planning
- Charitable giving strategies
- Family business succession plans
Risk Management
Protecting your family through the prudent use of insurance.
- Life Insurance
- Disablity Insurance
- Long Term Health Care