Lew Baker, CFP®
Financial Advisor: Lew Baker, CFP®
Lew Baker is the Founder and President of Retirement Care Plans, an organization dedicated to the safety and security of retirees seeking quality retirement advice in a straightforward and simplified manner. As a seasoned financial advisor, he has, for three decades, helped his clients grow and preserve their retirement savings and turn these savings into sustainable retirement income.
Lew and his team also work closely with estate planning attorneys to establish effective wealth transfer solutions that can help clients avoid unnecessary taxation and possible government intervention through probate. This can significantly help ease the burden of families going through the probate process and the wealth transfer phase of the financial planning cycle.
Our Approach to Financial Planning
At Retirement Care Plans, we believe in a personalized approach to financial planning. We understand that every retiree’s situation is unique, and we tailor our strategies to meet individual needs. Our comprehensive services include:
- Retirement Income Planning: We help transform your savings into reliable and consistent income that can last throughout retirement.
- Estate Planning Collaboration: Working closely with estate planning attorneys, we ensure your wealth is managed effectively and transferred efficiently to the next generation.
- Tax Planning: We devise strategies to minimize tax liabilities and maximize your retirement income.
- Insurance Solutions: From life insurance to long-term care insurance, we offer solutions to protect your financial future.
Why Choose Lew Baker as Your Financial Advisor?
Choosing the right financial advisor is crucial for your retirement planning success. Here’s why Lew Baker stands out:
- Experience and Expertise: With over 30 years in the industry, Lew has the knowledge and experience to guide you through every aspect of retirement planning.
- Certified Financial Planner™: As a CFP®, Lew adheres to the highest standards of ethics and professionalism.
- Client-Centered Approach: Lew and his team prioritize your needs and goals, ensuring you receive personalized advice and solutions.
- Transparent Communication: We believe in clear and open communication, ensuring you understand every aspect of your financial plan. We are your planners for the long term and are accessible to you via email, phone, zoom, or in-person meetings at your request.
Ready to take the next step in securing your financial future?