Business & Executive Services

When you own and run a business, you have unique financial considerations that require specialized attention. We provide expert financial guidance to help you navigate and optimize both your personal finances and the financial complexity that comes with running a business.

We can help you create a financial plan specifically tailored for the unique needs of your business, leaving you free to focus on your company’s bigger picture. We can help you:
  • Anticipate and plan for risk unique to small or family-owned businesses
  • Create a thoughtful and proactive succession plan
  • Source, implement and run your company's retirement plan through Baird's Qualified Plan Consulting Group
  • Plan for your personal retirement goals and timeline
  • Identify the best time to exercise stock options and restricted stock

Insights & Education: