Baker Boyer Financial Planning

Wealth Management

Planning is Essential

An integral part of financial success involves proper planning. Your Financial Planner will identify what financial success is to you and help craft appropriate solutions to meet your distinctly unique goals.

Am I on track to retire? Will I outlive my savings? Should I pay down my mortgage or invest my savings? Will my spouse be financially secure? No matter the questions, your Financial Planner will help you answer them in an easy to understand way.

Personal finance is often complex with concepts that overlap with one another. Having someone who fully understands how these concepts work together and explain them in a way that is easy to understand will help you avoid financial miscues and give you the best chance at success.

With a thorough analysis of your financial needs, the Financial Planner’s recommendations can help you achieve the financial and life goals you have set. By bringing clarity to complicated concepts in personal finance and developing a path forward, the Financial Planner empowers clients to make informed decisions that help to build their legacy.

D.S. Baker Advisors Process

At Baker Boyer, your Financial Planner will deliver long-term financial planning with reviews coordinated with your entire Advisor Team as part of the D.S. Baker Advisors Process, as shown in the diagram above.

Financial Intelligence

Here are recent Financial Intelligence articles in which our Executives and Advisors share insights about topics that we think will help you make better financial decisions.

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Five Ways to Minimize Financial Conflict Between Spouses

Managing finances is hard individually, so adding two parties only magnifies what was already a significant challenge. Ultimately financial planning gives you options, maximizes your chances of success, and provides the confidence in your decisions that we all seek.

Q&A - Cam Harvey, Hurricanes, & The Inverted Yield Curve

Join John Cunnison, Chief Investment Officer, Kelly Black, Associate Marketing Manager, and Sam Geschickter, Intern for Wealth Management, in a conversation about Cam Harvey’s Inverted Yield Curve and the probability of a recession.

Fall Economic Update

On October 9th and 10th Baker Boyer held its 23rd Bi-Annual Economic Update in Tri-Cities, Yakima and Walla Walla. The event was well-attended in all three locations and was especially memorable, as it fell so close to the Bank’s 150th Anniversary.

Meet Our Financial Planning Team

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Brian K Bruggeman, CFP®, CTFA

Vice President | Financial Planning Manager | Walla Walla

“Financial planning and investment management are two inseparable components in the process of advising clients. By bringing financial planning issues and solutions to the conversation, we can help our clients make informed decisions about their futures.”

Hollina Wadsworth, CFP®

Financial Planner | Walla Walla

“The best part of my job is understanding the complexities of each client’s unique situation and incorporating it into their holistic financial plan so that after our meeting the client leaves the room with confidence in their plan.”