It all starts with understanding and communication. We want to know what matters to you, what you're hoping for and what you need, so we can work together to create and implement a comprehensive, customized solution that's right for you.Process
We believe that the foundation of a successful investment begins with a six-step planning process:
Crucially, this process does not end with the implementation of your plan. Your solution and our relationship are ongoing - we want to ensure your financial plan stays on track and works for you long-term.
Learn more about our planning process.
In Baird, we have a partner that shares my passion for wealth management and supports my mission with world-class resources and deep expertise. Together, we offer the very best assistance in many areas, including:
- Comprehensive financial planning
- Portfolio Management
- Saving for higher education
- Planning for retirement
- Income planning
- Estate planning services
- Investment tax planning
- Insurance & annuity reviews