One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.Read more
Advice in Common Language
Straightforward Fees
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
Connect with an Advisor
Please provide your name and email and we will have an advisor contact you.
Download One Of Our Free Guides.
3 Methods to Not Run Out of Money
What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.
4 Mistakes People Make With Their First Million
Identify the next set of challenges you may face and avoid these common mistakes. Get our step-by-step guide to focus on turning your first million into two.
Insights
Jon Baker Financial Group’s team of professionals provide you with transparent and proactive communication to equip you with the knowledge you need.
Market Commentary
Market Commentary: S&P Continues Decline, but ...The S&P 500 declined for the fourth straight week. On Wednesday, the index of large U.S. companies had declined just more than 9.5% but rallied late in the week. The S&P 500 is 7.8% below its Sept. 2 high. The four-week decline has matched the characteristics of a price adjustment after a large run-up in markets.
Read More
Video
Charitable Gift Planning Strategies for 2020Jamie Hopkins, Director of Retirement Research at Carson, offers key insights and strategies for charitable giving during our on-demand webinar, “Charitable Gift Planning Strategies for 2020.” Click Here to Watch the Webinar
Read More
Monthly Newsletter
How to Invest Creatively in Your Fall ...Sneaking away during the lull between peak times – “the shoulder season” – is popular with savvy travelers for reduced crowds, milder weather and usually great deals on travel packages.
Read More
Blog
How to Make Charitable Giving Part of ...COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.
Read More
News
Invest in Others Finalist 2017Atlanta Financial Advisor Earns National Recognition for Philanthropy Jonathan E. Baker is a Finalist in the 2017 Invest in Others Awards New York, NY – September 28, 2017 – Jonathan E. Baker, President of Jon Baker Financial Group in Atlanta, was one of three national finalists for the Invest in Others, 2017 Volunteer of the Year. Baker was honored for his work with the Georgia Chapter of the Cystic Fibrosis Foundation, which received a $5,000 donation from the Invest in Others Charitable Foundation. The Invest in Others Awards program recognizes the charitable work of financial advisors and financial services firms in...read the full article
Read More
Infographic
10 Tax Planning Tips Your CPA Might Have ...There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic
Read MoreWeekly Market Commentary
- Market Commentary: Restaurants are Rebounding, but S&P Still Lags
Retail sales figures continued a string of economic data pointing toward slowing growth accompanied by a gradual reopening of state economies. Consumers seem willing to take some risks. Retail and food service sales rose 0.6% last month. (See Chart 1.) Increased sales at restaurants contributed most to the monthly gains.Read more