Investment Guidance

We utilize conclusions from five Nobel Prizes winning research papers to formulate our investment strategies.

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Tax Planning

Our team of tax professionals work with you to deliver strategies to legally optimize your tax efficiencies.

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Retirement Planning

No one wants to work forever, so we help you craft and execute a plan for when and how you retire.

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Legacy Planning

Whether it’s your children, grandchildren, or favorite charity – we want to maximize your legacy.

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Guy Baker was selected as one of the Top 250 Advisors in the country by Worth Magazine and has been selected seven times as a Five Star Professional in Orange County.

We’d love to meet you.

All our relationships begin with a no-cost, no-obligation introduction where we can get to know each other and determine if it makes sense to take the next steps.