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Baldwin Financial Advisors

Baldwin Financial Advisors

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Baldwin Financial

Baldwin Financial

What does a Financial Advisor Do?

What does a Financial Advisor Do?

Financial Advisors guide and offer advice. We help clients with their investments, insurances and setting strategies to help them meet their financial goals or to help them solve their biggest financial concerns, such as buying their first house, educating their children, or successfully retiring. We pride ourselves in making complex topics easier for our clients to understand, reducing the jargon and using reliable tools and processes to assist our clients in making better, more informed decisions.

A study prepared by the Consumer Federation of American (CFA) alongside the Certified Financial Planner Board of Standards (CFP Board) in 2012 & 2013 told the story of why we are here doing what we do for our clients today. Their study uncovered the simple fact that even in an uncertain economic climate, financial planning leads to better outcomes for those who take the time to plan. It also showed that those who took the time to plan found they could save more money than they thought and were happy with their progress toward important goals. They also felt more confident in their ability to make sound financial decisions.

In a follow-up study done by Princeton Survey Research Associates International, the link was made between financial planning and financial preparedness. In short, more planning leads to more preparedness. It also leads to greater confidence in their money management. We at Baldwin Financial Advisors would like to help you join our clients along this successful path to financial independence.

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Call: (847) 253-3185
Email: Plan@BFinancialAdvisors.com

Baldwin Financial Advisors, LLC
44 S Vail Ave., Suite 103
Arlington Heights, IL 60005

Copyright 2025 Baldwin Financial • READ CLIENT DISCLOSURE • CERTIFIED FINANCIAL PLANNER (CFP®) is a certification mark owned by the Certified Financial Planner Board of Standards, Inc. Baldwin Financial Advisors, LLC is a Registered Investment Advisory Firm in the State of Illinois. We welcome your request for our Advisory Document ("ADV") and Privacy Policies. BFA only transacts business in states where it is properly registered, or excluded or exempted from registration requirements; Follow-up and individualized responses to persons that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as the case may be, will not be made absent compliance with state investment adviser and investment adviser representative registration requirements, or an applicable exemption or exclusion. [website design]