Gwen Baker

Founder and Managing Partner @Gb Financial Group, Inc

Wellesley, MA, US

GB Financial Group, a multi generational family firm began in 2005 as an outgrowth of Baker Insurance and Financial Associates which started in 1995 and focused on Estate Planning for the affluent, utilizing life insurance, charitable planning and investments. Everything we do as a firm is focused on preservation. Preservation of wealth to the next generation, preservation of their plans for the future and preservation of their philosophy. We provide that preservation through the structures we create for them, structures that take advantage of the only financial product in the world that is guaranteed to liquify tax free at their death, life insurance. We work with family offices, CPA firms, law firms, RIA\'S and insurance advisors to assist their clients in these bespoke solutions. Some of these solutions include the use of life insurance to pay federal and state estate taxes at death, replace an asset donated to charity, provide for an underfunded pension, provide entrepreneurs with liquidity at death to cover personal guarantees, among other needs.