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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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Our Services

Unlike an in-house advisor who is limited to the menu of proprietary products approved by their employer, as a privately owned financial services company registered with an independent broker dealer, we are able to help our clients make informed investment decisions from the firm's extensive and diverse menu of carefully vetted investment and insurance solutions.

Our goal is to design and implement a strategy specifically designed for each individual client's suitability and needs.

 

Menu of products and services include:

  • Portfolio Consultation and Construction
  • Estate Transition Services
  • ESG (Environmental, Social, and Corporate Governance) Investing
  • Group and Individual Retirement Plans
    • 401(k)
    • 403(b)
    • IRAs (Traditional, Roth, Inherited, Simple, SEP etc.)
  • Stocks
  • Bonds
  • Mutual Funds
  • Interval Funds
  • ETFs
  • Annuities
  • College Savings 529 Plans
  • Real Estate Investment Trusts (REITs)
  • Business Development Companies
  • Health and Life Insurance
  • Reg D Investments (for accredited investors only)
    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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