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What Matters Most

What Matters Most

Estate plans for you and your loved ones.

Our Services
Tom Olson

Tom Olson

Recognized by FORBES as a Best In State Wealth Advisor from 2018 - 2023.


Forbes/SHOOK Research Best-In-State Wealth Advisor most recently published April 4, 2023. Ranking as of June 30, 2022.

Our Team
Baird

Baird

The nation's No. 1 underwriter of municipal bonds, by number of issues.

About Baird
Trusts As Part of Your Financial Plan

Trusts As Part of Your Financial Plan

Trust Strategists with Baird Trust, discuss how different types of trusts can fit into your overall financial plan.
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SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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