Seth KaplanCFP®, CDFA™, CFFA

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
• Life Insurance protection strategies
• Long-term care protection strategies
• Lending services