Baxter Investment Group

06/01/2026

Are you prepared for retirement? A new survey found that 67% of Gen X have less than $100k saved for retirement, and nearly half expect to dip into those funds just to cover everyday expenses. Ask yourself:

➜ Do you know how much you should have saved for retirement?
➜ Have you thought about what your monthly wants/ needs will be during retirement?

It’s never too late to start now!

Near retirement, but it's just out of reach.

05/22/2026

Meet Jim Scott👋

Jim has been a financial advisor since 2004, bringing over two decades of experience and a rare combination of business depth and retirement planning expertise — backed by both an MBA and his RICP designation.

For Jim, great financial planning starts with truly understanding the person in front of him. He takes the time to listen, ask the right questions, and build strategies that are clear, practical, and built around what matters most to each client.

His clients don’t just get a plan — they get an advisor who is genuinely invested in their financial future for the long haul.

We’re proud to have Jim Scott on the Baxter Investment Group team!

05/15/2026

Meet Paul Briles👋

Paul has been a financial advisor since 2004 and brings a practical, relationship-driven approach to everything he does. He believes that great financial planning starts with truly understanding the person sitting across from him — their goals, their life stages, and what matters most to them.

Through shifting markets and life’s inevitable changes, Paul is the kind of advisor who shows up with steady guidance and a clear head. His clients don’t just get a plan, they get a partner who is genuinely invested in helping them make informed decisions with confidence.

05/10/2026

This Mother’s Day, we want to take a moment to celebrate three incredibly special women on our team — Caitlyn, Carla, & Sue. Every day they bring dedication, care, and heart to everything they do, and we are so lucky to work alongside them. To these three amazing moms, and to all the mothers in our community, we hope today brings you the rest, joy, and recognition you so deserve. Happy Mother’s Day🌸💗

Special shoutout to Caitlyn Coffin who is celebrating her Mother’s Day by running a half marathon! Her determined, unstoppable spirit shows in everything she does. 🏃‍♀️

05/08/2026

Meet Scott Baxter👋

With 33 years of experience as a financial advisor with Principal Financial Group, Scott has spent decades doing what he loves most — helping individuals, families, and business owners navigate complex financial decisions with clarity and confidence.

As a Retirement Income Certified Professional, Scott brings a depth of knowledge and a steady, client-first approach that his clients have come to rely on. For Scott, this work has never been about transactions — it’s about building lasting relationships and helping the people he serves pursue the financial future they’ve worked hard for.

We’re proud to have Scott leading the way at Baxter Investment Group.

05/06/2026

A couple weeks ago, our team had a great time attending Hob Nosh ‘26 at the Bend XPO in East Moline!🤝

Events like these are a great reminder of just how much talent, passion, and hard work exists right here in our community. We loved connecting with so many local businesses and getting to know the people behind them.

Thank you to everyone who stopped by. It’s always a pleasure to be part of events that bring our community together.