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.
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. |
R.E. Baxter & Associates, Inc. |
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Use this calculator to estimate the cost of your child’s education, based on the variables you input. Use this calculator to estimate how much income and savings you may need in retirement. This calculator is designed to help you clarify your comfort level with investment risk. |
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925 Wappoo Road, Suite A Phone: (843) 571-4301 |
Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA) member FINRA, SIPC and a Registered Investment Advisor. Non-Securities products and services are not offered through TFA. R.E. Baxter and Associates, Inc is not affiliated with TFA.
Transamerica Financial Advisors, Inc. (TFA) and its representatives do not give tax or legal advice. This material is provided for informational purposes only and should not be construed as tax or legal advice. Clients and other interested parties are urged to consult with and rely solely upon their own independent advisors regarding their particular situation and concepts presented here.
Discussions of various planning strategies and issues are based on our understanding of applicable federal income, gift and estate tax laws in effect at the time of publication. However, tax laws are subject to interpretation and change, and there is no guarantee that the relevant tax authorities will accept any interpretations set forth in this material. Additionally, this material does not consider the impact of applicable state laws upon clients and prospects.
Although care was taken in preparing this material and presenting it accurately, TFA disclaims any express or implied warranty as to the accuracy of any material contained herein and any liability with respect to it. This information is current as of the date stated on the material.