Who We Are

At Baker Financial Solutions, our goal is to make a difference in our clients' lives. Whatever your financial goals are, we're passionate about playing a role in helping you achieve them. Read below to learn more about our team, the companies we've chosen to align with, and the kinds of clients we serve best.

Meet Our Team

Strategic Resources

Client Traits

Holistic Process

Meet Our Team

Nick J. Baker

Financial Advisor

Email Nick

Learn About Nick

Krista Pals

Administrative Assistant

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Learn About Krista

Madison Kinney

Administrative Assistant

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Learn About Madison

Strategic Resources

Effective financial planning can sometimes require a team of experts working together to serve your best interests. In such situations, we are the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.

Eagle Strategies LLC

Through Eagle Strategies, Nick Baker provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly owned subsidiary of New York Life Insurance Company.

The Advanced Planning Group

The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Nick Baker can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.

Client Traits

We sincerely appreciate any referrals but specialize in those that fit the below characteristics.

Common Objectives

High integrity
Care about people
Value professional advice

Want a long-term personal relationship with an advisor
Willing to provide complete disclosure
Open to new ideas and concepts

Holistic Process

One thing our clients appreciate about working with us is that we don’t believe in cookie-cutter financial services or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we're privileged to serve.

Step 1: Review

Review your individual situation and personal objectives. Every family's financial situation is unique. That's why it's so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives, and the things that really matter to you. This is the basis for the first meeting with anyone we sit down with.

Step 2: Analyze

Analyze and review your needs. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don’t attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.

Step 3: Develop

Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.

Step 4: Coordinate

Coordinate your financial activities. We regularly coordinate insurance and financial activities for clients with the other members of their team of financial, tax and legal advisors. We can do the same for you.

Step 5: Implement

We'll implement your strategy, and work closely with you and your other third party professionals to ensure its success. We'll monitor progress and provide ongoing service as your needs and situation change over time.

Step 6: Monitor

Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your program on track with your changing needs.

Our Location

1005 Lincoln Circle SE
Orange City, IA 51041

Get In Touch

Phone: 712.737.9220
Fax: 712.737.6488
nick@bakerfinancialsolutions.com

Who We Are

Meet Our Team

Nick J. Baker

Financial Advisor

Krista Pals

Administrative Assistant

Madison Kinney

Administrative Assistant

Strategic Resources

Eagle Strategies LLC

The Advanced Planning Group

Client Traits

Common Objectives

Holistic Process

Step 1: Review

Step 2: Analyze

Step 3: Develop

Step 4: Coordinate

Step 5: Implement

Step 6: Monitor

Our Location

Get In Touch

Client Login