Dave Baker

	Financial Planning Links Our Gift of Appreciation
	CONSIDERING FINANCIAL PLANNING
		There are six separate steps to the "Financial Planning" process. Step #1 is to take a complete inventory of your current situation, including our "Investor Profile Questionnaire." May I suggest that you print the "Financial Planning Checklist" we have prepared for you to use as a guide for completing your inventory. Included are items, which may not apply to your situation, just ignore them. However, the more complete your information, the "More Options and Better Solutions" I am able to present for your consideration. For your convenience you may "Download" our Investor Profile Questionnaire and our Personal Financial Statement. Once you have completed step one, you are ready to accept my offer of a FREE one-hour confidential consultation, without any obligation. I will meet with you personally to review your information and explain steps two through six. Please accept my personal invitation to schedule your appointment as soon as you are ready to proceed.
	SERVICES OFFERED: Estate planning, Retirement planning, Tax planning - tax reduction, Insurance, Charitable planning, real estate brokerage, residential property management, and real estate exchanges.
	PROFESSIONAL EXPERIENCE:A complete "Personal Profile" of my education, experience, licenses, and references may be found on my profile page.
	MISSION STATEMENT: "Our mission and motto at Baker & Associates is to offer our clients 'More Options & Better Solutions' to accomplish their individual financial goals."
		The majority of our clients are not high risk takers. We cater to average and upper middle income individuals, ranging in age from 45 to 80. They are primarily interested in tax efficient wealth accumulation income distribution, asset transfer options and investment opportunities with minimum to average market risk.
	INVESTMENT PHILOSOPHY: Our first priority is to understand your personal situation, objectives, risk tolerance, goals, and dreams. Therefore the first step is to complete a financial inventory, identify problem areas and personal goals. Only then are we in a position to present financial strategies and/or products for your consideration and implementation. Financial Planning is a continuous journey rather than a destination, which must be reviewed on a regular basis and is subject to changes and corrections from time to time, to be successful.
	AREA(S) OF SPECIALTY: We provide full service financial planning, specializing in situations which involves personal property, real property, tax deferred exchanges, and charitable planning.
	FEE STRUCTURE: MIXED - Commission and/or Fee.
	HOURLY RATE: $100
	Securities offered through Pacific West Securities, Inc., Member FINRA/SIPC Advisory services provided through Pacific West Financial Consultants, Inc., a Registered Investment Advisor Investment Advisor Representative with Pacific West Financial Consultants, Inc.