About Us – Baker & Company Retirement Strategists

Experience the Baker & Company Difference

At Baker & Company Retirement Strategists, we are dedicated to helping individuals, families, and business owners across East Tennessee secure their financial future through customized retirement strategies. With expertise in plan design, administration, and management, our strategists offer tailored solutions that align with your goals. No two clients are alike, so we never offer a cookie-cutter approach—our strategies are as unique as the people we serve.

We take pride in being a local, hometown firm, serving our neighbors in Sevier County, Knox County, and throughout East Tennessee with the same care, dedication, and values that define our community. At Baker & Company, our goal is to provide peace of mind by building secure retirement plans that protect your assets, reduce liabilities, and maximize financial opportunities. And the best part? All services are provided free of charge—our commitment is to your success.

Maximize Retirement with Customized Strategies

We believe that retirement planning should be accessible, simple, and effective. That’s why we offer a wide range of retirement and financial services, including:

Tax Shelter Strategies to reduce liabilities and protect your wealth
Fixed Indexed Annuities to grow savings while safeguarding against market risks
Max Cash Value Life Insurance for tax-free growth and wealth transfer
Estate Planning Solutions to secure your legacy and support your family’s future
Small Business Defined Benefit Plans that offer tax-efficient retirement savings for business owners and employees

Our comprehensive solutions are designed to maximize retirement outcomes, reduce financial risk, and ensure a smooth transition into the next chapter of your life. Whether you are an individual planning for the future or a business owner looking to take care of employees, we are here to guide you every step of the way.

Your Trusted Retirement Strategist: Joshua Logan Baker

Logan Baker: Dedicated to Your Financial Future

At the heart of Baker & Company Retirement Strategists is Joshua Logan Baker, a proud Sevier County native with a passion for helping others achieve financial security. Logan’s deep connection to his community, combined with his professional expertise, makes him uniquely qualified to offer personalized retirement solutions.

A graduate with an MBA from East Tennessee State University, Logan brings a deep understanding of financial planning, tax savings, and asset protection to his clients. He believes in living a life grounded in his seven core values:

Faith
Family
Friendship
Freedom
Finance
Future
Foundation

Logan’s faith plays a vital role in his life, and he thanks God daily for His saving grace. He attends Richardson Cove Baptist Church and dedicates much of his time to serving others. Logan is actively involved in several local organizations, including:

Board member of Safe Harbor Child Advocacy Center
Fundraising Committee of Mountain Hope Good Shepherd Clinic
Fundraising Team for Leukemia Lymphoma Society

Bringing Hospitality and Financial Expertise Together

Logan’s family has been part of Sevier County’s tourism industry for over 50 years, and that experience has shaped his desire to give back to his hometown. With a background in hospitality, Logan understands the value of personalized service and attention to detail. However, he also recognized a growing need for secure, conservative retirement planning solutions in the community.

In the past several years, Logan has successfully helped individuals and business owners achieve their retirement and tax-saving goals. His expertise lies in designing tax-efficient retirement strategies that eliminate risks and protect assets. Some of Logan’s specialties include:

Fixed Indexed Annuities to protect savings and ensure lifetime income
Max Cash Value Whole Life Insurance for tax-free growth and legacy planning
Small Business Defined Benefit Plans to maximize contributions and reduce taxes

Logan’s mission is simple: Every dollar counts when planning for retirement. He takes a conservative approach to protect your hard-earned money, helping you cross the finish line with financial security and peace of mind. Logan also offers estate planning advice, ensuring that your legacy is preserved for future generations.