Advance Financial Group
Welcome to Advance Financial Group, which was founded in 1987 and is located in Winston Salem, N.C. We offer comprehensive financial planning and investment advisory services on a fee basis for individuals, families and businesses.
Our primary objective is to help you clarify your unique goals and dreams and set priorities so that you may enjoy a comfortable lifestyle today and a secure and dependable income at retirement. We are passionate about getting to know you and what matters most to you.
We want to be there with you and your family for the journey as life evolves to provide continuity and stability. We value long-term relationships and pride ourselves on the tradition of serving families from generation to generation. Our personal service and attention to detail has served our clients well.
Feel free to browse our site. This site will not only introduce you to our services and philosophy, but it will also offer a wealth of educational materials, articles, newsletters, and calculators-all designed to keep you up to date and inspire you.
For a complimentary initial consultation or second opinion appointment, feel free to call 336-659-9638 or email us at KBaker@isgva.com We look forward to hearing from you.
Advance Financial Group, there for life's journey!
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There’s an alarming difference between perception and reality for current and future retirees.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Have you explored all your options when it comes to managing your taxable income?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
All about how missing the best market days (or the worst!) might affect your portfolio.