Two white doors on a blue wall with three frames.

Doors of Retirement

Which one will you
choose?

Stack of balanced smooth stones on a pebble beach.

In uncertain times, our goal is to help keep your plan in focus...

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A Goal without a Plan is just a Wish
We can help!

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Getting to the Heart
of the Matter

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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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Welcome to Bakke Strategic Wealth Management

Financial experience you can TRUST. Personalized solutions you DESERVE!

As founder of Bakke Strategic Wealth Management, my focus is to bring you confidence in reaching your life goals! Living your life well now and at retirement begins with a plan. Operating as an independent financial advisor I give objective advice employing well-suited products and services to carry out your plan tailored to your life and financial objectives.

I work with individuals, families and business owners and I help you Open the Right Door to achieve your unique financial goals.

Take the first step by scheduling a consultation, your future is worth it!

Newsletters

Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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