Dawn Baker, Cfp® Email & Phone Number

Fairfield, Ia, Us

Cambridge Investment Research, Inc. (Cambridge) is recognized as the industry pioneer who developed the fee-based advisory model. They are a privately owned broker-dealer that supports traditional commission business, as well as the ever-growing demand from rep-advisors and their clients for fee-based solutions. Cambridge is committed to its strong culture of service and offers the best succession solution in the industry.PHILOSOPHY OF INDEPENDENCEAt Cambridge, they are champions of independent financial planners and investment advisors. Their dedication to remaining privately owned assures their rep-advisors that they will continue to maintain genuine independence and the freedom they need to best serve the needs of their clients. The philosophy of true independence has served them well for over nearly three decades* and will continue to drive their success for decades to come. Despite gaining industry prominence, Cambridge continues to deliver excellent service on the backbone of our core values of integrity, commitment, flexibility and kindness. Their impeccable track record says it all – for the past 12 years, they have scored at least nine out of 10 in their annual rep-advisor satisfaction survey. They have also garnered rave reviews for their ever-expanding menu of practice management offerings including customized marketing resources, succession planning and acquisition support.FAST FACTS:• Privately owned, in business for 30 years• About 2,418 rep-advisors, supported by approximately 543 home office associates• Headquartered in Fairfield, Iowa, and served by a Midwestern culture of courtesy• Registered in 50 states, with clearing through National Financial Services LLC (NFS) and Pershing LLC both Member FINRA/SIPC• A six-time honoree in the Broker-Dealer of the Year annual poll of advisors, Investment Advisor magazine, 2013, 2012, 2010, 2008, 2007 Division IV; 2003 Division III.*Cambridge and its predecessor broker-dealer

Charlotte, North Carolina, Us

We believe that each client is unique bringing with them their own unique set of financial situations. Because of this, the ‘one size fits all’ portfolio style approach is avoided. Instead, we respect and value the client’s individuality and customize their portfolio that reflects their needs.Integrity, professionalism and communication are the pillars of our organization. Baker Financial Group is an independent financial firm. Any advice is given with no allegiance to any particular financial product or fund family. Our sole commitment is to our clients to whom we strive to earn and maintain their trust and respect.By focusing solely on the priorities of our clients, we provide insightful financial advice through comprehensive planning. Our planning technique involves:1. Understanding our clients’ situation – their personal goals, current financial situation, investment experience and risk tolerance,2. Designing solutions intended to help our clients reach their objectives,3. Implement our clients’ customized solutions with specific account types, investment products and strategies, and4. Monitor the progress of the recommendations based on their defined objectives and suggest changes as neededDuring our financial planning process, we review asset allocation, risk management (life, disability and long-term care insurance) solutions, cash flow analysis, investment research, estate planning, retirement planning, and education planning.