At Advance Financial Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis
We also can answer your questions, including:
Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Kimberley Baker, CFP
Founder, Certified Financial Planner
Director of Communications
Client Service Representative
Krista is our Client Services Representative and Special Events Coordinator. She is the friendly voice that answers when you call and will facilitate your client experience. She is an industry veteran with a variety of experience...
Senior Client Services Manager
Rhonda Brown joined Advance Financial Group in 2005 and is our Director of Administration and Senior Client Services Manager. Rhonda is the friendly voice that answers when you call and will facilitate your client experience. She is an...