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our business was built on our passion for helping others

independence – security - legacy

your path to retirement begins today

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  2. About
  3. Our Process

Our Process

We pride ourselves in assisting our clients in the development of a long term financial strategy with the following values in mind;

  • Security
  • Independence
  • Dignity
  • Longevity
  • Seeking Confidence
  • Legacy
  • Flexibility

At the Baker Financial Group, the emphasis is to create an individualized portfolio that reflects the comfort level and goals of each client.  This goal-based financial security planning approach is designed to help you:

  • Define customized short and long-term goals that ensure you choose the right financial products and services
  • Identify roadblocks or gaps that might impact your financial planning strategy
  • Continually review your plan to ensure it meets your changing needs

About

  • Our Team
  • Our Philosophy
  • Our Process
208 Frontage Road - Suite 2
Clemson, South Carolina
29631 United States

  •  Tel: 864.722.9202
  •  Fax: 864.722.9204

Securities offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA, SIPC.  Advisory services offered through Strategic Blueprint LLC.  Brian C Baker is a Registered Representative of SFA and an Investment Adviser Representative of Strategic Blueprint.  SFA and Strategic Blueprint are affiliated through common ownership but otherwise unaffiliated with The Baker Financial Group llc.  Supervisory office 678.954.4000.

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