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!
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Here are five facts about Social Security that are important to keep in mind.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess how many days you'll work to pay your federal tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Women must be ready to spend, on average, more years in retirement than men.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There’s an alarming difference between perception and reality for current and future retirees.
Understanding the cycle of investing may help you avoid easy pitfalls.
Around the country, attitudes about retirement are shifting.
In life it often happens that the answers to our most pressing questions are right in our own backyards.