Doors of Retirement

Which one will you
choose?

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

Voluntourism: A Vacation That Makes a Difference

Describes benefits of volunteer travel for personal growth and giving back.

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Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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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

Disability Income Insurance

How much Disability Income Insurance do you need?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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