As a veteran financial advisor in the Ashland/Tri-State area, it's important for me to begin with understanding what's most important to you and your family. Together, we'll determine of the level of risk you're comfortable with investing, so we can balance it with the steps necessary to reach your long-term goals.
For more than a decade, I have provided my clients with a personalized approach to determine the right financial services and products for their needs. Whether you're thinking of purchasing a new home, financing a college education or planning for retirement years, we will work together to develop a detailed strategy to help you achieve your goals. We will monitor your progress along the way to help ensure you stay on track or determine if any adjustments need to be made. Throughout it all, Kristina and I are dedicated to providing you with top-notch, client centered service.
But we're not alone. Our office is supported by thousands of knowledgeable people and ever-advancing technology to help use ensure you receive current and comprehensive guidance. Working together, we can help you develop a tailored strategy to help you achieve your financial goals.
If you have questions about your current plan or about specific financial products, reach out to us. Kristina will set up a time for us to meet to review your needs and address any questions you may have. Working together, we will create a plan to help meet your financial goals.
- Retirement Savings Strategies
- College Savings
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Phone NumberEric A Baker at (606) 324-2211
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