What You Need is What We Do

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

Lifestyle Management

  • Net Worth Analysis
  • Income Needs Analysis
  • Automatic Required Minimum Distribution
  • Saving Goals
  • Education Goals
  • eBill
  • Baird Online
  • Cash Management
    • Set Up Monthly Electronic Transfer
    • Direct Deposit
    • Platinum MasterCard®
    • 24/7 Fraud Protection
    • Baird pays Foreign Transaction Fees
    • ATM Access Through MasterCard®
    • Rebates for ATM Transaction Fees
    • Free Checks
    • Award Points

Estate Planning

  • Review
    • Wills
    • Trusts
    • Powers of Attorney
  • Business Succession Plan
  • Incapacity Plan
  • Referrals To Outside Professionals

Asset Management

  • Comprehensive Financial Plan
    • Cash Flow Projection w/ Monte Carlo Analysis
    • Annual Monitoring of Plan
  • Passive vs. Active Manager Selection
  • External 401 (k)/403 (b) Asset Allocation Recommendation
  • Tax Management Overlay Management
  • Asset Overlay Management
  • Total Return Strategy for your cash flow needs
  • Asset Allocation Plan
  • Objective Asset Manager Selection
  • Rebalancing of Asset Allocation
  • Tactical or Strategic Asset Allocation Models
  • ETF’s, Mutual Funds, and/or Separately Managed Accounts depending on client
  • 529 Plans
  • Alternatives
    • Hedge Funds
    • Managed Futures
    • Private Equity 

Risk Management

  • Review
    • Life Insurance
    • Long-Term Care Insurance
    • Personal Liability Coverage
    • Property/Casualty Coverage
    • Health Insurance/Medicare
  • Social Security Benefit Analysis
  • Referrals to Outside Professionals

BAIRD HIGHLIGHTS