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It's not just a strategy. It's personal.

I understand that every client’s financial goals, situation and 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, in order to create a financial plan to help achieve these goals. I develop strong long-lasting relationships with my clients so that we can work together toward building the future you and your family deserve.

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A financial plan is like a house; it was never intended that one model would fit all your needs over the course of a lifetime. Instead, your plans must evolve over time as your goals, your family and your income level change. While your principles remain the same throughout your life, the tactics you use to achieve your financial goals change with the decades.

Starting Out

Starting Out

For most younger people, the crucial decision is to become fully invested in your employer’s 401(k).

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Accumulation

Accumulation

As you settle into middle age, you can modify it based on your objectives, your risk tolerance and your sources of  income.

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Pre-Retirement

Pre-Retirement

Your 50s are a good time to start building a tax strategy for your retirement.

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Retirement

Retirement

Your investment goal shifts at this point from growth to preservation.

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I'm here for you!

This is just the beginning of how a well-constructed financial plan will evolve over the course of your life. Every step of the way, your Baird Financial Advisor can help you create plans that suit whatever house you happen to be in.

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