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We believe that proper planning is an essential ingredient to financial peace of mind. With a particular focus and extensive background of working closely with senior healthcare executives of both public and private companies, the CHP group works in partnership with our clients to develop and implement personalized, tax-advantaged and tactical investment strategies designed to help them achieve their goals. Finally, as the market’s dynamics change, quarterly performance reviews combined with careful monitoring of individually customized portfolios enable us to provide the required ongoing guidance.
We recognize that each client is different – from a small business owner to a professional; from a wealthy retiree with estate planning concerns to a family in need of education planning and retirement planning; from a company retirement plan to a complex stock benefit plan. Using Baird’s vast array of investment products and services, The CHP Group strives to preserve client assets via tax-advantaged strategies designed to minimize the effects of inflation, fluctuating interest rates and market volatility
While Baird offers a full spectrum of investment vehicles, investment solutions involve much more than products. As Baird Financial Advisors, we are backed by specialists in financial planning, research, and investment strategies and services, ensuring the recommendations and strategies we consider are well researched and continuously informed.
Combining our unique approach to planning, client focus, flexibility, and dedicated specialists, we provide services that truly set us apart. For more information about planning services with Baird, contact us today.