Benjamin George Baldwin, III CFP^®

ChFC, CeFT^®

President 603.87 Miles

Responsive Financial Group, Inc.

2640 Grassview Dr
Milton, GA 30004-2859

FINANCIAL ADVISOR'S WEBSITE

www.rfgweb.com

(888) 594-7900

+1 More Number

(847) 670-8000

CONNECT WITH Benjamin

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We are a fee only firm. Individuals with less than $500,000 in investable assets may find our minimum fee is higher than they are comfortable with. Initial meetings are complementary. In most cases our fees total less than 1% of investable assets.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

General

Benjamin Baldwin is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Responsive Financial Group, Inc. in Milton, GA and the surrounding communities.

Financial Advisor Overview

Wealth Management for the Widowed Too Young. As one who was this is our mission. It has focused our energies around the needs of anyone uncertain in the path they now face whether the change is from widowhood, other challenge or even the uncertainties surrounding sudden wealth. Big changes undermine our usual touchstones making good decision making more difficult. We help.

Financial Advisor Experience

I have worked as an insurance agent, broker, and investment broker, selling financial products, and as a consultant to financial companies since 1989. Since 1999, I have run my own now fee-only financial planning and investment firms serving individuals, and families facing significant changes, challenges or opportunities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Chartered Financial Consultant (ChFC^®)
Other - Certified Financial Transitionist^® (CeFT^®)

Insurance Licenses

Life insurance: IL
Health/disability insurance: IL
Fixed annuities: IL

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Women's Finances