Contact Us
Rick Jensen
Phone: 1 (949) 481 - 1805Address: 3551 Camino Mira Costa, Suite D-1;
San Clemente CA 92672
Guy Baker
Phone : 949 900-0099Address: 15520 Rockfield Blvd., Suite G,
Irvine, CA 92618
Worth Magazine
Guy Baker has been named one of the top 250 Wealth Advisors by Worth Magazine. The Top 250 list published in the October/November 2008 issue.
Booklets by Guy
The Importance of Converting Equity to Capital
Most business owners work a lifetime building an organization so they can convert it to income at retirement. But when is the best time to start the process? We call this the Red Zone. It is the final distance between where you are when you begin to plan for retirement and where you will be when you are ready to turn off the lights for the last time.
Call 800 858-4332 or Email Us for a free copy
Manage Markets NOT
Stocks
Do you know where your "SAFE" money is invested?
This booklet helps you answer questions like: How much risk is my portfolio buying? What markets am I invested in? How do institutional investors manage their portfolios? Do I need an investment policy statement?
Investment Alchemy
What investment strategies should an investor mix together to achieve long-term financial success? Investment Alchemy describes a sensible, systematic method for shaping your long-term investment decisions.
Bakers Dozen
Guy's 13 fundamental principles for financial independence are time-tested and philosophically sound principles.
Hot Links
- About Us
Baker Jensen Investment Advisors has been in business since 1992 providing investment advice and resources to our high net worth clients.
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Questionnaire
After filling out this questionnaire, you will be able to determine your Risk Profile. This will help you to figure out what type of return you can expect based on how comfortable you are with investment risk.
- Calculator
Use this calculator to determine exactly how much you will need to have invested by the time you retire, and how much work you need to do to meet your retirement needs.