Hi, I’m Steve Baker and I would like to welcome you to my website!
I am the Regional Director for Tennessee and Kentucky with Southern Financial Consultants. I work with business owners, professionals, and individuals in the areas of Retirement Planning, College Planning, Wealth Transfer and Infinite Banking Strategies as well as with school teachers and state employess with Pension Maximization strategies. I am committed to helping my clients plan for their financial future by identifying their goals and objectives.
I take a very unique approach in that I help clients find money they are currently transferring away unknowingly and unnecessarily. I address areas such as Mortgages, Taxes, how you fund your Qualified Plan, College Planning, and expenses like car payments and credit cards. Most people will lose more money in these areas than they will accumulate in their lifelong savings. I believe that we can have a much greater impact on your financial future by helping you avoid the losses, than you can by picking the winning investments. “It makes little sense to have a million dollars only to discover you lost a million along the way.”
I work in tandem with my clients’ other financial partners such as CPA’s and Attorneys. Most often, I work with Seniors and Baby Boomers, and try to make my clients feel at ease working with me. “I can help people of any age, but the younger I get you, the more I can help you secure your future.”
I also work with Allegis Advisor Group as a Marketing Consultant. I work with insurance consultants in Tennessee and Kentucky to become part of an elite producers group and to open their insurance practice to new ways to meet the needs of their clients, thus increasing their business in the process.
I am a native of Miami, FL and have lived in middle Tennessee since 2000, and love it there. I have been helping clients in the insurance and financial services fields since 1982. I attended Miami Dade College and Florida International University in Miami, and finished off my Bachelors degree at Trevecca Nazarene University In Nashville. I am licensed in the areas of life and health insurance.
For a no obligation financial analysis, give me a call or contact me using the button below.
Thank you,
Steven W Baker
Financial Consultant
& Associate Partner
Get a Free, No Obligation
Financial Analysis
To get an idea of the work we do with our clients watch the following video:
