Strategy. Execution. Success

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.

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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
  • Insurance Strategies
  • Lending services

Social Security / Medicare

The Great Depression of the 1930s dramatized the fact that many American workers were dependent financially on factors beyond their control. The Social Security Act, signed into law by President Franklin Roosevelt in 1935, helped to change this situation. In the following years, Social Security was broadened to include survivors benefits, disability benefits and health care (Medicare) benefits.

Our Social Security system has been a basic part of American life for more than 60 years. It has changed frequently over the years to meet new needs of workers and of beneficiaries. It will undoubtedly change in the future to meet the needs of the next century benefactors.

For the most updated information go to the official Social Security website, www.ssa.gov.

Items of Interest (found on the offical website):FAQS
Social Security Number
Application Status
Benefits Planner
Retirement Estimator
Publications
Forms
Calculators
Updates

The website enables you to create an online account to check out your Social Security statement; change your address; manage your benefits. The Retirement Estimator allows you to compare taking your benefits early at age 62 versus waiting until your full retirement age. Widow / Widower's benefits are also explained. Any questions you have about Medicare (even replacing your Medicare card) can be found here as well.

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