About Us

Greetings and welcome to my website!

Steve Baker is a financial services professional dedicated to helping his clients to protect their assets, build wealth, plan for retirement and to leave a legacy to their heirs through the use of innovative insurance products and services.

I have over 12 years of experience in the insurance field as well as a background in banking and finance.  I take a consultative approach with my clients and make sure that I look at their total financial picture. I educate as well as advise my clients on the best products and strategies to put in place in order to meet and exceed their financial and retirement goals.

My hope is that the information that I share on this website will help in some small way to make your financial future brighter!

I work with clients in the areas of life insurance, disability income, long term care, medicare advantage & medicare supplement insurance and annuities.

I would consider it a privilege if you chose to become one of my clients. For a no obligation needs analysis of your overall insurance needs, contact me here.

Or if you’d prefer a phone consultation, I’d like to make sure I am available when you call and can give you my undivided attention, so please check my schedule and choose a convenient time for us to talk, by clicking on this link.

Thank you,

Steve Baker