Kimberley Baker

Founder, CFP®

Advance Financial Group

3447 Robinhood Road
Winston Salem, NC 27106

: 336-659-9638

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Certifications & Licenses:

Series 6, 7, 63, 65; Life, Health, Disability Insurance, Long term care and Medicare Supplement Insurance

States where licensed: CA, DE, FL, GA, MD, MN, MO, NC, PA, SC, VA

“Many thanks to those of you who have helped to introduce me to a friend, co-worker or family member. It shows you care about the financial wellbeing of your closest relationships.” Kimberley Baker - Kimberley Baker

Our Practice

We are dedicated to helping you clarify your unique goals and setting priorities so that you may enjoy a comfortable lifestyle today and a secure and dependable income at retirement. We believe working with an independent Certified Financial Planner can help provide a holistic approach as well as objective advice and guidance though life’s ongoing changes. We are passionate about helping our clients create, protect and manage their wealth, prepare for retirement and plan for the unexpected. Kimberley Baker CFP®, founder of Advance Financial Group, values long term relationships built on trust, respect, integrity and excellence. She is devoted to providing unbiased advice, education and focusing her loyalty on you.

Services Offered and Area of Focus

Fee-based Comprehensive Financial planning
Comprehensive Wealth Management
Investment Advisory Services
Women in Transition
Women’s Financial Strategies
Financial Education
Retirement Planning
Retirement Income Strategies
Income Planning for Life
Social Security Maximization
Wealth Accumulation and Preservation
Tax Reduction Strategies
Executive Benefits Planning
Insurance and Risk-management Solutions
Long Term Care Planning
Legacy and Charitable Giving

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Disclosures

Securities offered through Securities America, Inc.Member FINRA/SIPC Financial Advisors offer advisory services through Securities America Advisors Inc. Advance Financial Group and Securities America are separate companies.

Broker: Securities America
Term: 12/19/2023 – 12/31/2025

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DISCLOSURE Information

The Women’s Choice Award® Verified Financial Advisor program was created by WomenCertified Inc., the Voice of Women, to Simplify her life by doing the homework for her, which allows her to spend less time researching and struggling over choices in today’s cluttered marketplace and more time focusing on what really matters. When she chooses to work with a Women’s Choice Award® Verified Financial Advisor, she can be confident that she is choosing a thoroughly vetted advisor that caters to and understands the women's market. This is the first and only recognition program for well-qualified advisors who are committed to the women’s market. It was started in 2013.

Financial Advisors are Verified based on 17 objective criteria associated with providing quality service to women clients, such as educational and professional credentials, experience, and a favorable regulatory history, among other factors, including letters of validation and professional background checks. Financial advisors do not pay a fee to apply, be considered or qualify for the program. All qualified advisors are listed on womenschoiceaward.com. Once qualified, financial advisors may purchase additional marketing collateral such as licensed seal/badge usage, featured enhanced listing or additional promotional products. Verified advisors showing up in the featured listings on the site have paid a fee to appear there. The inclusion of a financial advisor within the WCA Verified Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee of quality of services provided to clients or future investment success.

Women’s Choice Award® Verified Financial Advisors represent less than 1% of financial advisors in the U.S. Advisors are verified on rolling basis throughout the year. Only self-completed surveys were used for qualification for 2024.