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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!


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Kimberley Baker is quoted on CNBC.

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 Kimberley recently received the Women's Choice Award® for Financial Advisors*, the premier recognition award for advisors who provide quality service to clients who are women. For more information please visit Women's Choice Award  

Click here for Women's choice award disclosure

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Getting a Head Start on College Savings

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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A presentation about managing money: using it, saving it, and even getting credit.

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Using smart management to get more of what you want and free up assets to invest.

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What if instead of buying that vacation home, you invested the money?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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