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Baker Wealth Strategies

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Sevierville, TN
Baker Wealth Strategies

Baker Wealth Strategies is a firm specializing in conservative financial planning providing confident futures for clients.

08/12/2025

Small Business Owners — Secure Your Future & Reward Your Team

A retirement plan isn’t just a benefit — it’s a smart business decision.

✅ Big Tax Advantages – Contributions can be a major deduction for your business.
✅ Retirement Security for All – Owners and employees can save for their futures.
✅ Flexible Designs – Some plans don’t require employee contributions.
✅ Safe, Steady Growth – Funds are invested in Fixed Indexed Annuities and Whole Life Insurance so they grow without the risk of market losses.

At Baker Wealth Strategies, we partner with three of the most trusted names in small business retirement services — Ameritas, Lafayette Life Insurance Company, and John Hancock — to deliver solutions tailored to your needs.

From SEP IRAs to 401(k)s, Profit Sharing to Cash Balance Pensions, we’ll build the plan that works best for you and your team.

Call us today at 865-286-5094 or visit bcrstrategists.com to get started.

08/08/2025

At Baker Wealth Strategies, we believe in planting financial seeds that grow for generations.

We recently illustrated a properly structured whole life insurance policy for an infant male, owned by a parent or grandparent. The results speak for themselves:

Start at birth with $200/month….
By age 65 — even with strategic borrowing and repayment — the projected cash value is nearly $1 MILLION, completely tax-free.

The policy builds borrowing power for major life purchases, investments, or emergencies.

It provides an estimated $1.3 MILLION tax-free death benefit to pass to future generations.

Starting early also locks in lifetime coverage while the child is healthy — eliminating the risk of being uninsurable later in life.

This policy is guaranteed until age 121 and continues to grow every year. It’s more than life insurance — it’s a living benefit and a generational wealth strategy.

We proudly partner with Lafayette Life, a subsidiary of Western & Southern Financial Group, a Fortune 500 company that has never missed a dividend in nearly 100 years and offers one of the highest dividend rates in the country.

✅ Tax-free growth
✅ Tax-free retirement income
✅ Tax-free legacy
✅ Lifetime insurability
✅ Asset protection
✅ Financial independence

Let’s build a foundation that lasts for generations. Contact Baker Wealth Strategies to learn how we can design this plan for your family.

07/30/2025

At Baker Wealth Strategies, we believe smart savings should be available to everyone—not just the wealthy.

Whether you’re just getting started, don’t have a workplace retirement plan, or want to build a fund for your child’s future, our FIT Secure Growth plan from National Life Group is a powerful solution.

✅ Start with just $100/month
✅ Weekly, bi-weekly, or monthly contribution options
✅ Up to 9% annual interest
✅ Tax-deferred growth with no market risk
✅ Annual access to funds with emergency and long-term care benefits

This isn’t just another savings account—it’s a smart, flexible, and safe strategy for long-term growth. For child savings, it’s a far stronger option than a 529 plan or traditional bank account.

We’re here to help every dollar work harder for you!

07/29/2025

ATTENTION SMALL BUSINESS OWNERS: ELIMINATE CREDIT CARD FEES COMPLETELY!

At Baker Wealth Strategies, we’re always looking for ways to help business owners make smarter financial decisions—not just with retirement planning, but with day-to-day operations that affect the bottom line.

That’s why we’re proud to offer Net Zero Credit Card Processing through our strategic partner, IndeFlex.

Using a dual pricing model (cash price + card price), IndeFlex helps businesses eliminate all fees and taxes associated with credit card charges. This isn’t a surcharge workaround—this is the only system that truly brings your credit card processing costs down to ZERO.

Highlights:
✔️ No out-of-pocket credit card fees—ever
✔️ Works with nearly every system (online, terminal, or POS)
✔️ Free Clover POS system available (hardware + software + inventory tracking + 24/7 remote admin access)
✔️ Redirect savings into retirement plans, employee benefits, or capital improvements

Contact us today to schedule a no-cost consultation and find out how much you could be saving.

07/16/2025

Take Control of Retirement Taxes Today!

At Baker Wealth Strategies, we help clients convert their pretax retirement accounts to ROTH so they can retire with confidence.

Old employer plans are eligible to be rolled over, and if you’re over 59½, you may even be able to use your current employer plan. By pairing this with the power of a fixed indexed annuity from one of our trusted partners, you can generate strong, dependable growth to help pay the taxes during a 5–7 year conversion period.

Taxes are one of the biggest expenses and worries during retirement. Proactive planning now can help eliminate that burden and create a more peaceful, tax-free income later.

Let’s build a strategy that helps protect your future and keeps more money where it belongs — with you.

07/15/2025

More strong options this week from Baker Wealth Strategies!

Baker Wealth Strategies is proud to offer three incredible Fixed Indexed Annuity solutions through our trusted partner, Global Atlantic Financial Group. These products are designed to help clients grow, enjoy, and protect their wealth with zero market risk.

Fixed Indexed Annuities are insurance contracts — not securities or stock accounts — so the insurance company carries the risk while you enjoy guaranteed growth potential, guaranteed lifetime income, tax-deferred advantages, and the peace of mind that comes with safe, predictable retirement planning.

If you’re looking for conservative planning with confident futures, we’re here to help you build a secure retirement and leave a lasting legacy for the ones you love.

07/11/2025

At Baker Wealth Strategies, we believe your retirement plan should work as hard as you do. That’s why we proudly partner with American Equity to offer powerful annuity solutions designed to help you grow, protect, and pass on your wealth with confidence.

✔️ AssetShield Bonus 10 — Strong accumulation potential with a 23% bonus on first-year premiums, annual index options, and tax-deferred growth.
✔️ IncomeShield 10 — Guaranteed lifetime income with a 10% first-year bonus, simple interest growth, and long-term care benefits.
✔️ EstateShield 10 — Estate-focused planning with a 35% first-year bonus, enhanced death benefit options, and guaranteed income for life.

Whether you’re focused on accumulation, income, or estate protection, Baker Wealth Strategies has you covered every step of the way.

07/10/2025

We’re proud to partner with EquiTrust Life Insurance Company to deliver some of the most flexible, secure, and benefit-rich solutions in the industry. Whether you’re looking to grow your retirement nest egg, plan ahead for long-term care, or maximize your legacy — we have you covered:

✅ MarketTen Bonus Index — Fixed indexed annuity with flexible premiums, strong accumulation focus, and an 11% bonus on all premiums through year 5.

✅ Bridge Long Term Care — Protect your future with long-term care coverage, guaranteed approval, and tax-free benefits.

✅ WealthMax Bonus Life — Single premium life insurance that combines index growth, a 15% bonus, and long-term care protection — plus access to the death benefit as income if needed.

No matter what your goals are — accumulation, care, or legacy — Baker Wealth Strategies delivers the finest solutions to secure your future.

Let’s build your plan today.

07/09/2025

At Baker Wealth Strategies, we proudly offer trusted solutions from top carriers like Lafayette Life, Ameritas, and F&G. Whether you want low-cost protection, high cash value growth, or flexible index strategies, we are here to help you secure your future.

06/27/2025

Accumulation and Guaranteed Income
Fixed Indexed Annuity Options

Perfect peace of mind products for your retirement portfolio.

Let us know if you’d like more information.

Address

1276 Bluegrass Road
Sevierville, TN
37862

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+18656215456

Website

http://thebakerwealth.com/

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