whateweoffer.jpg What You Need is What We Do

Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisor, my 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 I can draw when designing customized solutions based on my knowledge of your specific needs in these areas.

Wealth Management Services include:
  • Asset allocation and investment management strategies
  • Retirement planning
  • Tax planning
  • Estate and wealth-transfer strategies
  • Risk management/Insurance review
  • Employee benefit review/401-K plan review
  • Corporate and executive services (i.e., stock option, restricted stock, etc.)
  • Credit needs and lending
  • Philanthropy and charitable giving
  • Analysis of financial goals pertaining to children, grandchildren and dependents
Divorce Financial Planning Services include:
  • Assistance for Divorcing Individual: We work with clients going through the transition of divorce by educating them on financial matters and helping them determine the short and long term financial impact of proposed settlements.
  • Assistance for Divorce Attorneys and Mediators: Having a Certified Divorce Financial Analyst™ (CDFA®) on the team of outside experts allows you to outsource the financial details that consume your time. A CDFA® allows you to stay in control of your case, but delegate the aggravating and tedious financial details. (See “Divorce Specialist” tab for additional details)