Baker Welman Brown Insurance and Financial Services - Kennett, MO

Investments and services available include:

Annuities
Asset Allocation
Certificates of Deposit
Closed-End Funds
College Planning
Convertible Bonds
Corporate Bonds
Education Funding
Estate Planning
Financial Planning
Government Securities
Insurance
IRAs and 401(k)s
Long-Term Care Planning
Margin Accounts
Money Market Funds

Municipal Bonds
Mutual Funds
Options
Pension and Profit Sharing Plans
Portfolio Reviews
Preferred Stocks
Research Reports
Restricted Securities
Retirement Planning Stock Analysis
Stocks – Common & Preferred
Tax Planning
Trust Services
Unit Investment Trusts Variable Life Insurance

Investment Philosophy

     The overwhelming majority of people cannot explain why they own the investments that they have or even accurately define their tolerance for risk. This causes people to invest in an ad hoc random fashion, without rhyme or reason. The result is less than desirable investment returns. Worse yet, many people continue to place their assets into guaranteed investments because of a lack of trust or understanding. Most often this will lead to financial failure. Our goal is to help you understand the three keys to successful investing, which are diversification, defining risk tolerance, and determining the appropriate asset allocation.  

Securities offered through Investment Planners, Inc. (Member FINRA/SIPC), 226 West Eldorado Street, Decatur, IL 62522. 217-425-6340. Baker Welman Brown is independently owned/operated and is not affiliated with Investment Planners, Inc.

  ·  Check the background of this firm on FINRA's BrokerCheck.

                ·  Check the background of this investment professional on FINRA's BrokerCheck.

 


Baker • Welman • Brown
Insurance • Financial Services
204 St. Francis Stree • Kennett, Mo 63857
Phone : 573-888-4677 :: Fax: 573-888-0305
Toll Free: 800-455-4677
info@bwbins.com