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!
Featured in
Kimberley Baker is a Premier Advisor on Investopedia Advisor Insights.
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
Helpful Content
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
View all articles 
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
View all calculators
Rightsizing for Retirement
What does your home really cost?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Saving for College 101
Here's a crash course on saving for college.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?