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Products and Services/Retirement Strategy

Retirement Strategy

We work as a team with attorneys and accountants to provide our clients with estate and charitable financial strategy. Our goal is to preserve our client’s assets. We offer services that include the use of:

Mutual Funds
Annuities – fixed and variable
Medicare Supplement Insurance Planning
Long-Term Care Policies
Life Insurance
Investments that keep pace with the stock market

Qualified and Non-Qualified Retirement Plans

Simple IRAs
Roth IRAs
SEP Plans
Defined Benefit Plans
Profit Sharing Plans
401 (k)
Annuities – variable and fixed
Invest rollovers and pensions

The Baker/Brown Company •  2035 Droylsden Lane • Eustis, FL 32726
(301) 775-5089 • Fax (352) 308-8633 • e-mail address:

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Securities offered through Peak Brokerage Services, LLC, Member FINRA, SIPC

Registered Representatives may only conduct securities business with residents of the state(s) and
jurisdiction(s) in which they are properly registered. For additional information, please contact me.
The Baker/Brown Company and Peak Brokerage Services, LLC are unaffiliated entities.

Revised: January 2022

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