The CHP Group
PHONE: 615-341-7060
E-MAIL: trogan@rwbaird.com
TOLL-FREE: 888-454-5011
FAX: 615-341-7050
ADDRESS: 2525 West End Ave, Suite 1000, Nashville, TN 37203
Services
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.
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
- UITs
- Lending services
