Navigate back to Home Financial Planning Home Page Wealth Management Financial Planning Wealth Management Let's Talk! Planning is Essential An integral part of financial success involves proper planning. Your Financial Planner will identify what financial success is to you and help craft appropriate solutions to meet your distinctly unique goals. Am I on track to retire? Will I outlive my savings? Should I pay down my mortgage or invest my savings? Will my spouse be financially secure? No matter the questions, your Financial Planner will help you answer them in an easy to understand way. Personal finance is often complex with concepts that overlap with one another. Having someone who fully understands how these concepts work together and explain them in a way that is easy to understand will help you avoid financial miscues and give you the best chance at success. With a thorough analysis of your financial needs, the Financial Planner’s recommendations can help you achieve the financial and life goals you have set. By bringing clarity to complicated concepts in personal finance and developing a path forward, the Financial Planner empowers clients to make informed decisions that help to build their legacy. At Baker Boyer, your Financial Planner will deliver long-term financial planning with reviews coordinated with your entire Advisor Team as part of the D.S. Baker Advisors Process, as shown in the diagram above. Financial Intelligence Here are recent Financial Intelligence articles in which our Executives and Advisors share insights about topics that we think will help you make better financial decisions. VIEW MORE ARTICLES Financial Planning Goals: Buying a Home If buying a home is one of your financial priorities, you are not alone. Buying a home is one of the most important decisions you will make as it will impact your finances, family and future. Top 5 Do's and Don'ts When Funding Your Child's Education Executive Vice President, Rob Blethen shares his team's insights on how to talk about and how to go about funding your child's higher education. How to Retire During a Pandemic Solving the retirement planning puzzle is no simple task, especially when factoring unexpected variables like a pandemic. Baker Boyer VP and Director of Financial Planning, Brian Bruggeman offers some helpful perspective on this important topic. Meet Our Financial Planning Team Brian K Bruggeman, CFP®, CTFA Vice President | Director of Financial Planning | Walla Walla Hollina Wadsworth, CFP®, MSPFP Assistant Vice President | Financial Planner | Walla Walla Useful Links Contact Community Careers CRA Public File Community Reinvestment Act Home Mortgage Disclosure Act Patriot Act Public Notice Privacy Policy Frequently Asked Questions Foreclosure Alternatives Community Banking Checking Accounts Savings Personal Loans Home Loans D.S. Baker Advisors Business Banking Financial Planning Investments Trusts & Estate Planning Contact Us Our main number is: (509) 525-2000 Monday - Friday: 8:00am - 6:00pm Our toll free number is: (800) 234-7923 Our Email is: info@bakerboyer.com Newsletter SUBSCRIBE Mailing Address PO Box 1796 Walla Walla, WA 99362 Copyright © 2021