Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, Email and Phone Number
Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, work email
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Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, personal email
Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, phone numbers
As a Wealth and Business Coach, our professional advisors help clients build and retain wealth in numerous ways. The following is a partial list of how we can help you achieve your financial goals:1. We provide professional coach to help them bring clarity and accountability to their most critical objectives. 2. We help businessowners structure their succession plan using tax efficient methods for converting capital gains into tax free cash flow.3. We can eliminate 100% of any CAPITAL GAINS taxes due on the sale of a Capital Asset, but we have to talk BEFORE there is a signed LOI. 4. We help clients build substantial TAX FREE income for life from tax savings. Imagine if you could build generational wealth for you and your family, all exempt from tax and protected from creditors and lawsuits.5. Our services make finding a 1031 exchange property unnecessary. You won't have to use a 1031 facilitator. Our solutions are elegant, legal, simple and easy to implement and manage.6. We finance insurance purchases that reduce premium costs by 50% or more. 7. Your tax savings will be creditor proof and exempt from lawsuits. For health care professionals, all proceeds from the sale of any capital asset can be protected from professional liability.8. You can build a tax deductible retirement income outside of ERISA and without having to include other employees. The income is tax exempt.9. Depending on the facts and circumstances, we will help reduce your personal income taxes on your retirement income. It is quite possible you could reduce your personal income taxes by 30-50% using our Wealth Builder Solution.The Wealth Builder Solution has been audited numerous times by the IRS and reviewed by the DOJ.. If you follow the tax rules detailed within the tax code, you can be confident your Private Bank will pass legal scrutiny. If you are audited, we will defend you at no added cost, if you played by the rules.Call us. we are here to help you keep more of what you have earned and built. As stewards of money, our goal is to protect wealth and help you derive more benefit to pursue your passions. We have nearly 100 years of combined experience working with clients. Many of our clients had situations similar to yours, so we don't have to charge for research and innovation. Find out if your profile fits our Wealth Teams Solutions.Blessings and joy!Guy
Diversified Professional Coaching, Llc
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Managing DirectorWealth Teams Alliance, Llc Apr 1992 - PresentWTA utilizes the strong research and data based onfive Nobel Prizes given for market and investment metrics and behavior. We use this research to find the Efficient Frontier. We use the EF to build portfolios for individuals, pension plans, 401ks, trusts and foundations. We have used the tenants of Modern Portfolio Theory and the Efficient Frontier since 1992. These strategies have helped our clients weather the tumultuous markets during the last 20 years. Come to our website and watch videos that explain the research Also read Investment Alchemy, Baker's Dozen and our new book, The Great Wealth Erosion available through the WTA website.
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Certified Professional CoachDiversified Professional Coaching, Llc Mar 2020 - PresentOrlando, Fl, UsAs a Certified Professional Coach we are trained to help our clients derive clarity and accountability related to specific issues and objectives that have yet to be fully realized. Our role is to help you identify your optimum opportunity and then develop a game plan to achieve it. We then walk with you through the process and help you define and maintain accountability. We are not a mentor, a therapist or a consultant. Our role is to encourage and coach you as you drive towards your stated objective.
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Managing DirectorBta Advisory Group Jun 1986 - PresentBTA provides wealth and risk strategies for businessowners and their families. We coordinate the THREE CIRCLES of Wealth - Wealth Accumulation, Wealth Succession and Wealth Preservation. Our Clients are so BUSY being successful they don't have time to effectively monitor and manage their three circles. BTA acts as the conductor and helps coordinate the services and strategies most appropriate to help our clients achieve their desired goals and objectives.
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Mdrt Past President 2010, Past President Mdrt Foundation 2000Million Dollar Round Table Sep 2006 - Aug 2011Park Ridge, Illinois, UsA Worldwide organization with 85,000 members in 60 countries, Guy served as President in 2010. He was also President of the MDRT Foundation and served three years on the Advisory Board of Top of the Table - a select group of advisors who rank among the top 0.1% of all financial and insurance advisors worldwide. Guy has been a member of this group for 44 years. -
Managing DirectorBmi Consulting Jan 1992 - Jan 2011BMI Consulting offers the only tax deductible executive compensation strategy that rewards top performing leaders. For this purpose, BMI created Capital Split Dollar, a unique, tax efficient way to fund retirement for business owners and their highly compensated executives. BMI also helps business owners find the most tax efficient transition strategies for passing their business to family members or their management team. The sale of a business is the MOST HIGHLY taxed transaction in the internal revenue code if it is done wrong. BMI specializes in doing it right. BMI, in many cases, can reduce the cost of selling a business 40-50% while putting MORE money into the pocket of the seller.
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Past PresidentNational Association Of Family Wealth Counselors 2000 - 2010Helped to build the organization by setting governance and planning annual meeting. Recruited new members
Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, Skills
Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, Education Details
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Claremont Mckenna CollegeEconomics -
The American College Of Financial ServicesWealth Management
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The American College Of Financial ServicesInvestment Analysis And Retirement Distributions
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Usc Marshall School Of BusinessFinance
Frequently Asked Questions about Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp,
What company does Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, work for?
Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, works for Diversified Professional Coaching, Llc
What is Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp,'s role at the current company?
Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp,'s current role is I am a Wealth Coach, helping clients find efficient and ethical solutions to their financial questions and concerns. Also, I am also a Certified Professional Coach and a Certified Exit Planning Advisor..
What is Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp,'s email address?
Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp,'s email address is gu****@****ing.com
What is Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp,'s direct phone number?
Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp,'s direct phone number is +194990*****
What schools did Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, attend?
Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, attended Claremont Mckenna College, The American College Of Financial Services, The American College Of Financial Services, Usc Marshall School Of Business.
What are some of Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp,'s interests?
Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, has interest in Social Services, Writing, Children, Economic Empowerment, Politics, Education, Piano, Golf.
What skills is Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, known for?
Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, has skills like Retirement Planning, Estate Planning, Retirement, Wealth Management, Investments, Financial Advisory, Strategic Financial Planning, Life Insurance, Wealth, Insurance, Wealth Management Services, Financial Services.
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