Our Services
Product Based Solutions
This solution is for someone who has a specific need or life event that requires immediate attention. There are two types, risk management and investing.
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Risk Management
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Life Insurance
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Long Term Care Insurance
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Disability Income Insurance
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Group Insurance
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Fixed & Variable Annuities
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Property & Casualty Insurance
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Health Insurance
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Investing
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401(k) Rollovers
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Account Consolidation
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Retirement Savings Plans
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Income Strategies
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Brokerage Accounts
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College Savings Plans
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Compensation for product-based services are in the form of commissions paid by the companies that offer the products selected to most appropriately meet your needs.
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Offered through qualified Registered Representatives of Baker Camp Arnold Capital Management.
Wealth Management Services
This solution is for someone who seeks investment management strategies. Our advisors can simplify the investment process by designing an investment program to help meet your financial goals:
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Goal based investment strategy based on time horizon and risk tolerance
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Flexibility to change strategy at any time
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Access to a variety of investments, such as ETFs and Mutual Funds
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Consolidation of multiple investment strategies into one account
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Online Access to accounts via the eMoney client website
Compensation for wealth management is a fee based on an annual percentage of assets under management. The fee is paid quarterly, in advance, on a graded scale that decreases as the amount of assets you have under advisement increases.
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Offered through Financial Advisers of Baker Camp Arnold Capital Management.
Utilizing Industry Leading Planning Software
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Financial Planning and Consulting Services
This solution is for someone who desires a holistic comprehensive analysis of their current financial position and a plan to help accomplish their financial goals.
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Financial Planning is a very involved process that requires a commitment by all parties involved. It includes:
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A dedicated team of financial professionals
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Accountability
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Risk Management
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Budget and Cash Flow strategies
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Tax Planning Strategies
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Estate Preservation Planning
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Retirement Planning
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Investment Analysis
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Business Planning
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Exclusive access to our trusted network of industry professionals
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Compensation for financial planning and consulting services is a flat fee based on the complexity of the plan and an estimate of hours required. Our fee includes but is not limited to, our time, resources, and items listed above.
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Offered through qualified Financial Planners of Baker Camp Arnold Capital Management.