Friends and family,   We appreciate you taking the time to review our 1st Quarter newsletter about seeking help from the right financial professional, and hope that you are doing well.   Sincerely, Chris Baker, CPA, Managing Director Phone – 678.640.8512     Did you know…     Police: Sarasota, FL CPA stole $200K from 92-year-old…

Family & friends, We hope you enjoyed the Holidays and that your New Year is off to a great start. We appreciate you taking the time to review our 4thQuarter newsletter about financial exploitation of the elderly, and hope that you are doing well.   Sincerely, Chris Baker, CPA, Managing Director Phone – 678.640.8512    …

Dear Friends and Family,   We appreciate you taking the time to review our 3rd Quarter newsletter on financial illiteracy, and hope that you are doing well. Sincerely,     Chris Baker, CPA, Managing Director Phone – 678.640.8512     Did you know…     Financial Illiteracy is costing millions of people billions of dollars:While schools offer…

Dear Friends and Family,   We appreciate you taking the time to review our 2nd Quarter newsletter on elder abuse awareness, and hope that you are enjoying the summer.   Sincerely,     Chris Baker, CPA, Managing Director Phone – 678.640.8512     Did you know…     June 15th was World Elder Abuse Awareness Day.…

    Too many of us have the wrong philosophy when it comes to money. We denigrate it – we don’t always understand the value of money and it’s importance. We’re taught from an early age that money can’t buy happiness, and that’s very true. However, money is a means to an end – it’s…

In late 2013 Baker DMM was hired by a young family located in Richmond, Virginia to help them with long-term daily money management and income planning. The couple’s main concerns were being able to pay off their current debts and implementing a savings plan. Baker DMM has successfully helped the couple:     Establish a system…

  For our 3rd Quarter review, we want to give you an idea of how we continue to provide effective solutions and personalized service to one of our elder clients: Mr. James S. Gouinlock, Professor Emeritus of Philosophy at Emory University in Atlanta, Ga. Mr. Gouinlock is a philosopher and the author/editor of six books,…

            Client Success Stories…   For our 2nd Quarter recap, we want to give you an idea of how we continue to provide effective financial solutions and services to one of our professional clients – Dr. Alfred Dwayne Jenkins, Gynecologist Oncologist, Houston, Texas. Dr. Jenkins is credited with performing the first…

  Baker DMMs Chris Baker and Merrill Lynchs Tom Hayes are partnering with the Atlanta Chapter of the Notre Dame Alumni group to provide a 1-hour presentation on daily money management and wealth management. The presentation will be held in Buckhead, GA on Thursday, March 21 at 7PM. The cost is free for members of the Atlanta…

  1. Baker DMM is happy to announce that Chris Baker was admitted to the Florida Institute of CPA’s (FICPA) CPA Elder Planning and Support Services Committee for Fiscal 2012. If you are going to be in the Tampa area on October 26, 2012, please try and attend the Inaugural Elder Planning Symposium – 2012. The conference is being…