About Us

Who created Life Stage Insights?

Life Stage Insights was created by Baxter Consulting Group, a preeminent research and consulting company with a deep expertise in financial services and understanding client needs. We have worked with leading companies such as Merrill Lynch, Ameriprise, Charles Schwab, HSBC, Genworth, and many others.

How was it created?

Life Stage Insights was created based on deep knowledge of client needs and life stages, including two decades of research and surveys among 100,000+ clients.

Media

Any press-related inquiries can be directed to chloelee@lifestageinsights.com.

Why Did We Create Life Stage Insights?

The financial advice industry is evolving. But one thing remains constant: Clients need help and guidance to navigate the challenges of life's major events and stages. We empower advisors to help guide their clients with greater efficiency and insight.

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