top of page
Romantic Couple Enjoying View

SECURE

MONEY

STRATEGIES

​

Wealth Protection

Safe Strong Financial Growth

Tax Free Cash Flow

​

Home: Welcome

WEALTH PROTECTION

We Are Living In Very Uncertain Times

Between October 2007 and March 2009, the Dow lost over 54% of it's value and it took 5 1/2 years to recover those losses.  Are you prepared for another crash like that?  What would happen to your IRA,  401K, or other investments?  Do you have a strategy in place that will protect your wealth in down markets but allow you to reap gains when the market is up?  Would you like your money to grow when the market goes up but when it goes down you won't lose a cent?  I can show you how.

Home: About Us

RETIREMENT STRATEGIES

Are you ready for retirement?  How effectively are you overcoming taxes, market risk and inflation?  Are you confident that your retirement income will last your lifetime?  Did you know there is a little known strategy to grow your money tax deferred and then create a tax free cash flow at retirement?  These are things I can talk to you about.

Home: About Us
2019-12-06_15-05-07 (2).jpg

ABOUT US

Hi!  I'm Dan Baker.  I am an independent advisor in Springfield, MO.  I live in Missouri but my clients are all over the country.  For 24 years I've been helping people provide financial security for their family, protect their wealth, grow their money safely and succeed in retirement.  I work with a team of very talented people and I hope we can have the opportunity to serve you.

Home: About

GET IN TOUCH

Contact us today.  Let's have a conversation. 

844-889-SAFE (7233)

Thanks for submitting!

Home: Contact
bottom of page