Dave Baker
ChFEBC & Federal Employee Retirement Consultant 

Nautica Asset Management 
DUNS# 117379742
Email: [email protected]
Website: www.RetIncome.com

Office: (734) 794-2775 
Mobile: (248) 739-0574

Services Provided In All 50 States
Address: 480 N. Canton Center Rd. #87919 Canton, MI, 48187​​

With over a decade of experience on the corporate side of the financial services industry, Dave’s planning emphasizes the “big picture.” He draws from his previous background in the mortgage industry, as well as the tax and accounting world to craft a plan that factors in all aspects of an individual’s financial life. His background in following subjects makes him a valuable resource to the clients he serves:

• 401k/TSP/IRA Rollover Planning
• Social Security Maximization
• Tax Planning
• Estate Planning 
• Tax-Free Income Planning
• Tax-Free Wealth Transfer 
• Balanced Financial Portfolio Management 
• Final Expense Planning 

​​Outside of the business, Dave makes family his #1 priority, spending his evenings and weekends with his wife and a cold beer. In addition to family, Dave trains financial advisors around the country on understanding Federal Benefits and Retirement Planning - in the hopes of helping his fellow American's retire comfortably and confidently.

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FREE BENEFITS PROTECTION KIT 

Our Federal Employee Benefits Protection Kit is built to provide you the essentials steps and information to ensure your retirement is protected and that you are getting the most out of your benefits! The kit will include the following: 

• 2020 Tax & Contribution Guide 
• 5 Things You Should Consider Before Claiming Social Security 
• Retirement Income Worksheet 
• Customized Retirement Analyzer Plan