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Since 1919, we have helped individuals and businesses achieve their investment objectives. Baird associates provide a multitude of investment brokerage and advisory services, serving clients through offices across the United States.
Whether you are saving for a child's education, building your dream retirement, managing your company's surplus cash, or providing for your heirs, we have the products, services, and expertise to help you reach your financial goals. |
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The Relationship Between the Economy and the Financial Markets
OUR INVESTMENT PLANNING PROCESS
Money means different things to different people. You may want to achieve financial freedom so that you never have to work again. You may want to provide seed capital to your children or grandchildren for a great start in life, whether it’s a home, a business, or college education. You may dream of a vacation home on the beach or in the mountains. Or, you may have achieved tremendous success throughout your career and believe that it’s important to leave a legacy that lives on. Whatever your dreams are, they are important to you, which make them extremely worthwhile and important to us.
Our systematic investment plan process is centered around five steps and four meetings to help us design an investment plan that maximizes the probability of achieving all that is important to you:
- Discovery Meeting: The Investment Plan process begins with a Discovery Meeting, which is a discussion of your financial goals, financial values and personal interests. We will discuss where you want to go and the obstacles you face in achieving what is important to you, based on your existing assets and advisors.
- Investment Plan Meeting: Utilizing the information from our first meeting (Discovery Meeting), we will present to you a complete diagnostic (Investment Plan) of where you are now and specific recommendations for how you can bridge the identified gaps in order to achieve your goals.
- Mutual Commitment Meeting: After reassessing your Investment Plan again - after the Investment Plan Meeting - assuming we can add substantial value, you will officially become a client.
- 45-Day Review, and Ongoing Quarterly Reviews: During this meeting, and our quarterly reviews, we will educate you about particular aspects of your plan, as needed, and track your progress toward your goals. We will also talk about major changes in your personal or financial life that may have a bearing on your investment plan.
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I am licensed to offer securities in the following states: AZ, CA, CO, FL, IL, MI, MN, MT, NC, NY, OH, TN, TX, VA, WI.
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