Services

What You Need is What We Do

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Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisors, 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.

chart_for_website.pngFinancial and Estate Planning
  • Retirement and Education Planning
  • Tax Planning
  • Wealth Transfer
  • Charitable Giving
Investment Management
  • Retirement Plan Rollovers
  • Small Business Retirement Planning (401(k) and deferred comp)
  • Portfolio Management
  • Comprehensive Advisory Solutions
  • Brokerage Services
  • Alternative Investments
  • Cash Management
Risk and Liability Management
  • Technical Insurance Evaluations to Match Your True Needs
  • Long Term Care Insurance
  • Disability Insurance
  • Key Man Insurance
  • Succession Planning



BAIRD HIGHLIGHTS