Services
What We Do For You
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
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
- Personal Liability Coverage
- Property/Casualty Coverage
- Health Insurance/Medicare
- Social Security Benefit Analysis
- Referrals to Outside Professionals
- Hedging Strategies
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 vs. 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
Corporate & Executive Services
- Asset Management
- Corporate Portfolio Management
- Quarterly Performance Monitoring
- Treasury Services (Cash Management)
- Short to Intermediate Maturities
- Taxable and Tax-Exempt Vehicles
- Corporate Stock Plan Services
- Corporate Stock Repurchase Plans
- Rule 10b5-1 - Corporate Repurchase Plans
- Investment Banking
- Corporate Finance
- Public Investment Banking
- Mergers & Acquisitions
- Debt Restructuring
- Private Equity
- Baird Capital Partners
- Baird Venture Partners
- Retirement Planning
- Qualified Plans
- 401(k)
- Profit Sharing
- Defined Benefit - Nonqualified Deferred Compensation Plans
- Corporate Section 529 College Savings Plans
- Qualified Plans
- Executive Services
- Restricted and Control Stock Transactions
- Stock Option Exercise
- Rule 10b5-1 Trading Plans