Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
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!
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Purchasing homeowners insurance is critical for protecting your home.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Here's a breakdown of how the federal government spends your tax money.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Taking your Social Security benefits at the right time may help maximize your benefit.
Smart investors take the time to separate emotion from fact.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Estate conservation is too important to put off. Do you have a smart exit strategy?
There’s an alarming difference between perception and reality for current and future retirees.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?