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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

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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

Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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HOT TOPIC: Data for Sale - Tips to Help Protect Your Private Information

Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains wonâ€™t be taxed until they are withdrawn.

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Calculators

LTCI Cost of Waiting

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

Car Affordability

How much can you afford to pay for a car?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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