Baker Wealth Group

Baker Wealth Group Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Baker Wealth Group, Financial planner, 119 Ridley Avenue, Suite 102, LaGrange, GA.

Putting your best interests first with transparent, high-value wealth strategies—combining tax planning, investment management, and generational legacy planning into a single, high-touch experience driven by real results.

As year-end approaches, thoughtful giving can serve both the causes you care about and your overall wealth strategy. In ...
10/09/2026

As year-end approaches, thoughtful giving can serve both the causes you care about and your overall wealth strategy. In this concise, 30-minute webinar, Tyler will cover key tax-smart strategies—from donor-advised funds to gifting appreciated assets—so you can give intentionally and efficiently.

📅 Date: Tuesday, November 10, 2026
⏰ Time: 12:30 PM – 1:00 PM EST
💻 Format: Live online webinar (Camera-free & fully private for all attendees)

Register today at https://tinyurl.com/432zav3k, or contact [email protected].

10/06/2026

Forget restrictive budgeting—think strategic cash-flow management. When your spending, tax planning, and investment strategies are fully aligned, you can fund today's priorities with total confidence and zero guesswork.

Reach out today to streamline your wealth plan.

Grateful to be able to support our wonderful Downtown LaGrange community!
10/05/2026

Grateful to be able to support our wonderful Downtown LaGrange community!

“I want to make sure my spouse is completely taken care of if something happens to me tomorrow.”True peace of mind isn't...
10/02/2026

“I want to make sure my spouse is completely taken care of if something happens to me tomorrow.”

True peace of mind isn't just about having a will in a drawer—it's knowing your spouse has immediate, seamless access to income, tax-optimized account structures, and a dedicated team ready to guide them through every step.

We integrate estate coordination, liquidity planning, and tax strategy into one unified roadmap so your loved ones are protected no matter what tomorrow brings.

09/29/2026

Whether you’re a parent setting up your child's first account or a grandparent building a family legacy, the Georgia Path2College 529 Plan offers major state tax advantages you shouldn't leave on the table.

As Tyler points out, contributing to the Georgia Path2College 529 Plan allows Georgia parents to deduct up to $8,000 per year per child from their state taxable income ($4,000 for single filers).

💲 Tax-Free Growth: Your child’s savings grow 100% tax-free for qualified education expenses.
📚 Roth IRA Safety Net: If your child gets a scholarship or chooses a different path, up to $35,000 in unused funds can be rolled over tax-free into a Roth IRA to jumpstart their retirement.
💸 Maximum Flexibility: Funds cover college, trade schools, apprenticeships, and K-12 tuition.

Ready to structure a tax-smart plan for your child's future? Tap the link in our bio to connect with us!

Trump Accounts vs. 529 Plans: Which is right for your family’s future? 🎓💰In our latest webinar, Tyler Baker, CFP®, broke...
09/25/2026

Trump Accounts vs. 529 Plans: Which is right for your family’s future? 🎓💰

In our latest webinar, Tyler Baker, CFP®, broke down the essential strategies parents and grandparents need to know when saving for the next generation.

Here are the key takeaways:

- Trump Accounts: A long-term savings option structured like an IRA for children under 18. Eligible U.S. citizens born between 2025–2028 can receive a $1,000 pilot contribution, but strict IRA withdrawal rules apply later on.

- 529 Plans: The premier choice for education funding. Qualified withdrawals are tax-free, and Georgia residents can claim up to an $8,000 state income tax deduction per beneficiary per year. Plus, unused funds up to $35,000 can now be rolled over into a Roth IRA.

- Custodial Brokerage Accounts: Great for broad flexibility without education restrictions, but come without tax advantages and full transfer of control at age 18–21.

💡 Pro Tip: You don't have to pick just one! Combining eligible pilot funding with a 529 plan can give your child the ultimate head start.

Missed the live session? Reach out to us today for questions or to learn how to tailor these options to your family's financial roadmap!

At Baker Wealth Group, building a lasting legacy means investing directly in the community we call home. We are proud to...
09/22/2026

At Baker Wealth Group, building a lasting legacy means investing directly in the community we call home. We are proud to have served as the Leaderboard Sponsor for Dancing for The Thread—helping the Friends of the Thread Trail surpass their $80,000 fundraising goal!

These funds directly support the upkeep and expansion of LaGrange’s 30+ mile interconnected trail system, including upcoming segments connecting to Ridley Lake Park and from Southbend Skate Park to Calumet Park. We’re honored to support a project that keeps our city moving forward together.

09/18/2026

The decisions you make today pave the way for the life they'll live tomorrow.

It’s almost time! Next week, we’re hosting a 30-minute breakdown of how to navigate and maximize Trump Accounts for your children or grandchildren. Get the facts directly from Tyler Baker, CFP®, with zero cost and total attendee privacy.

⏰ When: Tuesday, Sept 22 @ 12:30 PM – 1:00 PM EST
🖥️ Format: Live Online Webinar (Private & Anonymous)

Last chance to register! Tap the link in our bio or email Allison Baker at [email protected] to secure your spot.

“I know what my expenses are today, but what do they look like in 15 years?”Predicting future expenses shouldn't feel li...
09/16/2026

“I know what my expenses are today, but what do they look like in 15 years?”

Predicting future expenses shouldn't feel like guessing. We turn long-term variables into a clear, actionable plan that keeps your purchasing power intact for decades to come.

Tap the link in our bio to explore how you can streamline your wealth plan.

09/10/2026

Since starting on day one wasn't an option, getting ahead of tomorrow’s National 401(k) Day is the next best thing.

➡️ 41%: The percentage of eligible employees who actually take full advantage of their employer plan.
➡️ 1%: The small contribution increase that drastically changes your retirement timeline.
➡️ 30 Seconds: The time it takes to review your current allocation in the Baker Wealth Group app.

Don't let your portfolio sit on autopilot. Click our link in bio to let us help you optimize your plan today.

Address

119 Ridley Avenue, Suite 102
Lagrange, GA
30240

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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