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.  

 

 

 

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.
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Newsletters

Inflation Gets Personal

The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

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