Our Practice

The Allman Bobbie Group is committed to helping you simplify your life.  We collaborate with you to define what is most important to you and your family.  With a clearer view, you can make better decisions.  With that vision in place, we draw upon the resources of Baird and our own expertise to help you achieve your objectives.  We are proud to work for a company that is consistent with our values:

Clients come first
Integrity is irreplaceable
How we succeed is as important as if we succeed

It all begins with a relationship and a plan.

What Do We Do For Our Clients?

Comprehensive Planning, including:

  • Create a Total Family Profile - your "big picture"
  • Develop a Financial Plan to project your retirement income and other goals and objectives
  • Structure Investment Portfolios and Asset Allocation
  • Constant Review of your Financial Objectives, Cash Flow, and Investment Portfolios
  • Advanced Planning Analyses by Baird's Wealth Solutions Team: Estate Plan Review, Tax Return Review, and Insurance Review
  • Social Security Analysis to optimize your benefits
  • Tax Mitigation Strategies
  • Charitable Giving Strategies
  • Collaboration with other advisors (attorney, CPA, etc.)





Capture3.jpg
Click to Enlarge

Client Experience and Process

Our 5-step Wealth Management Process begins with the "Discovery Meeting".  This meeting helps our team understand your unique situation, primary concerns, and your objectives.  From this meeting, we determine if and how we may be able to help.

3.jpg

Click to Enlarge 

Stress Test Offer

We offer the first two meetings in our process - Discovery Meeting and Investment Plan Meeting - to families who want a second opinion on their current situation.  This service allows you to get to know our team and our process, and if we uncover areas where we may improve your situation, we will share those recommendations.  This service is complementary, and there is never an obligation to form a formal client, advisor relationship.

Capture22.jpg

Click to Enlarge 

Our Virtual Family Office

We work closely with Baird experts to provide the best financial advice and service to our clients.  We are able to pull from the Baird Wealth Solutions Team and other Baird experts to assist our clients with Advanced Planning needs, such as estate planning, tax strategies, financial planning, education funding tools, insurance needs, business owner services, executive services, and more!  Visit Our Extended Team page to learn more about some of these individuals.

ABG Virtual Family Office _2_.jpg
Click to Enlarge

BAIRD HIGHLIGHTS