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

Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Understanding the No Tax on Tips Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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Calculators

Savings Accumulation

Estimate the future value of your current savings.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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