Our Services

While no one can predict the future, we firmly believe that patient plodding brings prosperity. As Baxter & Associates approaches its 40 year anniversary, we’ve seen the market do many things. By introducing diversification and meticulous management, we help protect your investments as much as possible. We know the world is changing and we strive to educate our clients on all the options available. We want to hear your goals…and show you how to get there.

For Individual Investors:

  • Traditional and Roth IRAs
  • 401k Rollovers
  • Wealth Management
  • Mutual Funds
  • Financial strategies and planning
  • Alternative investments
  • Real Estate Investment Trusts (REITS)
  • 529 plans
  • Fixed Annuities
  • Variable Annuities
  • Life insurance
  • Long Term Care insurance
  • Medicare Supplement

 

For Small Businesses:

  • 401(k) plans
  • 403(b) plans
  • SIMPLE IRA plans
  • Corporate retirement benefits consulting
  • Plan participant investment education
  • Investment committee advising

Whether you’re a first time or seasoned investor, we’d love to hear your story and help in any way we can. We want to provide you with confidence for the future.
Call us at (316) 652-0101 to learn more.