Taxes

• Tax Planning
  Gwen began in the life insurance industry in 1993 as a career agent with Met-life.  From there started her own firm, Baker Insurance and Financial Associates, that  focused on overall financial planning for women and small business owners.  Gwen wanted to be able to provide clients with multiple choices of carriers as well as assist them with financial planning.  She developed very close strategic partnerships with several law firms and CPA firms in the area to help her clients obtain the best overall financial advice possible, including legal advice, trust work, and tax planning.  Working with attorneys, she helped clients set up CRT’s, CRUT’s, and other charitable plans including the Wealth Replacement trusts that provided life insurance as a replacement for assets given away.  Her expertise in life insurance planning in the realm of large and complex estates is known within the industry.  She believes strongly in the benefit those insurance solutions provide to the clients she and the firm work with. “
• Tax Services
• Income Tax

Accounting

• Accounting Services

Planning

• Financial Planning
  Gwen began in the life insurance industry in 1993 as a career agent with Met-life. From there started her own firm, Baker Insurance and Financial Associates, that focused on overall financial planning for women and small business owners.
• Retirement Planning
• Asset Management
  We do not disclose any non-public personal information about you to anyone, except as permitted by yourself and law. We disclose the information described above to our affiliates, specifically carriers and lenders, who help us move forward and process the GBFGPreservation® transaction. We may also share your non-public personal information with affiliated financial services providers, such as asset management, advisory, and trust services companies, in order to bring you the full range of services and products available from our affiliated financial services companies. Additionally, we may disclose such information pursuant to your express consent, to fulfill your instructions, or to comply with applicable laws and regulations.