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Services

What You Need is What We Do

Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisor, our most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources and planning expertise from which we can draw when designing customized solutions based on our knowledge of your specific needs in these areas.

Financial and Estate Planning

Retirement and education planning
Tax planning
Wealth transfer
Charitable giving

Investment Management

Portfolio management
Comprehensive advisory solutions
Brokerage services
Alternative investments
Cash management

Risk and Liability Management

Income protection strategies - Annuities
UITs
Lending services
Life Insurance
Long Term Care Insurance
LTC/Life Insurance Hybrid

Initial Meeting

  • Initial meet & greet (in-person or over the phone)


  • Data gathering & fact finding stage


  • We'll provide information about our team philosophy, services we offer, and fees involved

Meet the Team

  • Meet the rest of our team and their respective roles


  • Identify & select goals to develop recommendations


  • Analyze current plan of action and look for alternative opportunities

Make a Plan

  • Present financial planning  recommendations and any alternatives


  • Make a plan


  • Implement the plan and perform any agreed upon duties

Monitor & Update

  • After all items have been implemented & executed we will monitor your progress


  • Review your progress at least once a year with you


  • Update goals, recommendations or implementation decisions as needed

Have a Question?

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