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