What We Do For You

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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
    • Concierge Services
Estate Planning
  • Review
    • Wills
    • Trusts
    • Powers of Attorney
  • Business Succession Plan
  • Incapacity Plan
  • Referrals To Outside Professionals
Philanthropy
  • Review
    • Donor Advised Fund
    • Charitable Remainder Trust
    • Family Foundation
    • Direct Donation
  • Referrals to Outside Professionals
Risk Management
  • Review
    • Life Insurance
    • Long-Term Care Insurance
    • Health Insurance/Medicare
  • Social Security Benefit Analysis
  • Referrals to Outside Professionals
Liability Management
  • Review
    • Home Loan
    • Car Loan
    • Credit Card Loan
    • Business Loan
  • Debt Repayment Plans
Asset Management
  • Comprehensive Financial Plan
    • Cash Flow Projection w/ Monte Carlo Analysis
    • Annual Monitoring of Plan
  • Passive c. 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

Team photo smaller.jpg

Neil E. Grant, CFP®
Director
Private Wealth Management
214-373-2917

Cody Barfknecht
Client Specialist
Private Wealth Management
214-373-2932

Will Buchman
Client Assistant
Private Wealth Management
214-373-2914

BAIRD HIGHLIGHTS