Kimberley Baker, CFP®
This Financial Advisor carries the Women’s Choice Award seal to support the empowerment of women.
Advance Financial Group
Certifications & Licenses: Series 6, 7, 63, 65; Life, Health, Disability Insurance, Long term care and Medicare Supplement Insurance
States where licensed: CA, DE, FL, GA, MD, MN, MO, NC, PA, SC, VA
“Many thanks to those of you who have helped to introduce me to a friend, co-worker or family member. It shows you care about the financial wellbeing of your closest relationships.”
3447 Robinhood Road
Winston Salem, NC 27106
We are dedicated to helping you clarify your unique goals and setting priorities so that you may enjoy a comfortable lifestyle today and a secure and dependable income at retirement. We believe working with an independent Certified Financial Planner can help provide a holistic approach as well as objective advice and guidance though life’s ongoing changes. We are passionate about helping our clients create, protect and manage their wealth, prepare for retirement and plan for the unexpected.
Kimberley Baker CFP®, founder of Advance Financial Group, values long term relationships built on trust, respect, integrity and excellence. She is devoted to providing unbiased advice, education and focusing her loyalty on you.
Services Offered and Areas of Focus
- Fee-based Comprehensive Financial planning
- Comprehensive Wealth Management
- Investment Advisory Services
- Women in Transition
- Women’s Financial Strategies
- Financial Education
- Retirement Planning
- Retirement Income Strategies
- Income Planning for Life
- Social Security Maximization
- Wealth Accumulation and Preservation
- Tax Reduction Strategies
- Executive Benefits Planning
- Insurance and Risk-management Solutions
- Long Term Care Planning
- Legacy and Charitable Giving
Securities offered through Securities America, Inc.Member FINRA/SIPC Financial Advisors offer advisory services through Securities America Advisors Inc. Advance Financial Group and Securities America are separate companies.