• 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
• Executive Services
  • Restricted and Control Stock Transactions
  • Stock Option Exercise
  • Rule 10b5-1 Trading Plans