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Going Through a Life Transition?


4 Generations - Taylor & Gann Family


Here’s How Jon Baker Financial Group Can Help You

Since our founding in 2000, we have specialized in working with people going through the kinds of life transitions that can throw anyone for a loop: finding yourself between jobs, nearing retirement, selling a business, getting married, having a child, going through a divorce, loss of a family member, or inheriting a large sum of money.

These are some of the common questions we get asked:

Do you work on commissions or do you charge a fee for your services?

We are a fee-based firm with a fiduciary duty to put your interests first and act as a prudent person would with your finances.

How will I benefit from a meeting with Jon Baker Financial Group?

Our objective for every meeting is to have you leave with more clarity and more confidence along with a game plan: clarity about the things you want to do and how you are going to get there; confidence that you are heading in the right direction; and a game plan for what’s next and the action steps you will take. We believe that clarity leads to action and action leads to results

May I schedule an initial consultation even if I don’t live in Atlanta?

We can meet with you even if you are not in Atlanta. If you have Skyped with a family member or have participated in a GoToMeeting at your job, then you know that video-conferencing technology makes it much easier for us to engage with you as if you were actually in our office. In fact, about 30% of our clients live in other parts of the country. They may have started in Atlanta, but their jobs have taken them to other cities.

Why do your clients like working with you?

  1. Our Big Perspective — We look at the whole picture for you, from investment strategies to estate and tax planning, taking into consideration your overall financial situation and helping you make well-informed decisions.
  2. Our Independence — We have no obligation to specific products or companies. This independence allows us to seek out best-in-class solutions that suit your situation.
  3. Our Fiduciary Responsibility — We always act in your best interest, and we put your needs first.
  4. Our Customized Three-Dimensional Process — We develop an interactive plan just for you, where you can see the impact that life’s challenges might have on your situation.

What’s the best way to schedule an initial consultation?

You can contact Ed Rodriguez either at 770-392-8704 or Ed@jbakeradvisor.com. Or fill out our online contact form if you have any questions. 

Let the Jon Baker family help you get financial clarity during your time of transition.