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ARE YOU AN ACTION-ORIENTED EXECUTIVE?

Then You’re Going to Like Working with Us

If you have deferred compensation, a supplemental executive retirement plan, or a pension plan, or if you are thinking about retirement, we can help you with your financial planning needs. 

Jon has formed a team you can trust: a team with the experience, knowledge, and commitment to help you create and implement a sound plan to guide your financial future.

In 1998, when Jon Baker was first starting to figure out what Jon Baker Financial Group would look like, he realized that he was a person who liked dealing with strategy and more complex issues. Jon Baker looked at the clients he was working with at that time and found that he identified most strongly with corporate executives because they are action-oriented people who get things done.   

Fill out our online contact form to schedule a 20-minute phone call with Jon Baker.