Chuck Baker



8759 South Highland Drive
Sandy, UT 84093


(801) 390-6772


(801) 930-7978

Retirement Planning

There are no do-overs at retirement - so the need for comprehensive, objective advice has never been greater!

Perhaps you have always wanted to purchase a second home, travel the world, start a new hobby, or establish a charitable foundation.  Whatever your goals may be, we can help you clearly identify your short and long term strategies, tolerance for risk, and wealth management needs. We'll help you define your investment objectives and then customize a portfolio designed to address your unique situation.

And because we know that life can change in an instant, our goal is to help you stay on track.  Whether it's a single goal like retirement, an event such as an unexpected death or disability or a comprehensive financial plan - we can help create a roadmap for where ever you might be going in life. We use powerful software analysis which allow us to track changes in your assets and changes in your life, against your overall asset allocation.  Your updated assets can then be in reference to your goals.

Sound complicated? With so many paths to choose, it's easy to get lost or overwhelmed on your way to a secure retirement.  The right directions can make all the difference in the world.  Let LPL Financial help you create a road map and choose the investment vehicles that align with your needs.