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Baker & Baker Financial Group


Today's investment climate offers unprecedented opportunities. At Baker & Baker Financial Group, a family affiliated enterprise established over three decades ago, our mission is to help our clients develop an extensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our website, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial strategy, or for more information please contact us today 847-284-0207 or email

Our Services

We serve individuals and businesses in all areas of financial strategies, including:

  • Retirement planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

  • Estate planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

  • Risk management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

  • Education funding

Recommending investment and accumulation strategies to help you pay for your children's education.

  • Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment

  • Employee and executive benefits

Helping your business attract and retain qualified employees through benefit packages.

* Neither Baker & Baker Financial Group nor their employees provide tax, legal or accounting advice. Please consult with your own tax, legal or accounting professional before determining a course of action.



Susan Baker is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0H96476), CO, FL, GA, IL, MO, NJ, OR, WA, and WI. No insurance business may be conducted outside the states referenced.

Susan Baker is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1650 Lake Cook Rd Ste 500, Deerfield, IL, 60015, 847-284-0207. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, IL, MO, OR, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

BAKER AND BAKER FINANCIAL GROUP is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither BAKER AND BAKER FINANCIAL GROUP nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​