Things change. Wealth management is not just about investing, because your finances are just a component of achieving your lifetime goals. The Allman Bobbie Group at Baird is committed to helping you simplify your investment life. We help you create a framework for your financial decisions. With a clearer view, you can make better decisions in response to that most important of all retirement questions:
"Am I going to make it?
You define your ideal retirement, and we help you navigate change. We pride ourselves on being available to you when you need us, bringing the vast resources of Baird to work on your behalf. It all begins with a relationship, and a plan.
Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisor, my 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.
Financial and Estate Planning
- Retirement and education planning
- Tax planning
- Wealth transfer
- Charitable giving
- Investment Management
- Comprehensive advisory solutions
- Brokerage services
- Alternative investments
- Cash management
Risk and Liability Management
- Income protection strategies
- Lending services
Wealth Management Process:
Our 5-Step Wealth Management Process begins with the “Discovery Meeting.” This meeting helps us understand your unique situation, primary concerns and financial goals, so we can determine if and how we may be able to help you.
Defining Wealth Management:
Wealth management is not just about investing, because your finances are just a component of achieving your lifetime goals. We help you create a framework for you financial decisions by incorporating Advanced Planning and Relationship Management.
Advanced Planning involves Cash Flow Planning, Wealth Transfer, Risk Mitigation, and Charitable Giving.
Relationship Management helps our clients leverage the unique skills of each member of The Allman Bobbie Group, the experts in Baird’s home office, and our strategic partners in the community (Accountants, Attorneys, etc.).