R. E. BAXTER AND ASSOCIATES, INC.

 We could be your missing piece.

So you have a CPA, a broker, and an insurance agent. But do you have someone to bring the pieces together? We know financial security  is important to you, your family, and your business.  As credentialed financial advisors, our goal is to help you reach your goals - in your business, and in your personal life. So whether you become a corporate client or a private client, we want to help you keep more of what you earn. Because we take a holistic approach to planning, coordinating all aspects of your financial life, we often find strategies that a CPA or broker may not have thought of, and that may help save you taxes, protect your wealth, and grow your net worth.

The best way for you to understand who we are and how we may help you is to meet us. 
So contact us -  We'd like to meet you.  

rbaxter@tfamail.com

 

  

Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. member FINRA, SIPC and Registered Investment Advisor.  Robert E. Baxter, III is securities licensed in AR, FL, GA, KY, MD, NC, NY, SC & VT only. This is not an offer of solicitation in any other state.
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Newsletters

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

Roth IRA Conversion Mistakes Can Be Costly

One popular way to fund a Roth IRA is by transferring assets from a traditional IRA or an employer-sponsored retirement plan. This type of transaction, called a Roth IRA conversion, is simple in theory but can be complicated in practice. If you make certain mistakes, you could lose some key advantages.

Exchange-Traded Funds: In a Class by Themselves

In 2010, the combined assets of the nation's ETFs topped more than $800 billion. ETFs are unique investments that share some similarities with mutual funds but trade like stocks. ETFs have some appealing characteristics, including trading flexibility, potentially lower expense ratios, tax efficiency, and diversification.

Protect Your Business with a Disaster Readiness Plan

Most people think of hurricanes, tornados, and earthquakes as events that could seriously affect the operations of a business and result in shortages of goods and materials. But even a fire or a flood in the warehouse can cause operations to come to a grinding halt. By one estimate, one-quarter of businesses never reopen after a major calamity.

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