Investment
Management
Investment Management
You’ve established your long-term financial goals, next you need to ensure your investment strategy is working toward them. With a deep understanding of what’s important to you and a full range of investment options available, we’ll design a tailored investment portfolio that incorporates your values, time horizon and tolerance for risk.
Cash &
Lending
Cash & Lending
Estate
Planning
Estate Planning
Estate planning is more than completing a living will and filing documents with your attorney. It’s ensuring that the legacy you’ve created touches the lives of those people and organizations closest to you even after you’re gone. Together we’ll work to pass on your assets the way you want while maximizing the financial benefit to your heirs and providing comfort during a difficult time in their lives.
Insurance
Planning
Insurance Planning
If you’re like most, you bought insurance policies years ago and haven’t thought about them since. But without regular reviews, it becomes all too easy for families to become either overinsured through multiple agents or underinsured as their needs grow and evolve. Based on the rest of your financial picture, we’ll make sure your coverage correlates with your current needs and adapts appropriately as changes occur throughout your lifetime.
Our ongoing planning process addresses every aspect of your financial life including
Tax
Planning
Tax Planning
Making the most out of your money starts with recognizing all the ways taxes can impact your financial future. Just as the rise and fall of interest rates can ripple throughout your investment and wealth management plans, so too can changes in tax policy. We can help craft wealth management strategies that plan for its impact, keeping you on track with your broader vision.
Retirement
Planning
Retirement Planning
You work hard throughout your career so you can enjoy the next chapter in your life. Relying on our decades of investment and planning expertise allows you to spend more time doing what you love - spending time with your family, growing your business and staying active in the community. Our team will guide you through every aspect of preparing for and transitioning into retirement, from mapping out just how much you need to discussing your Medicare options and Social Security planning.
Charitable
Giving
Charitable Giving
The best charitable gifts do the most good for the most people, including yourself and your family. And now more than ever, supporting your favorite charities can be as easy as donating through a text or quick call. But what about supporting your favorite charities thoughtfully, in a way that maximizes your gift’s impact, takes advantage of tax benefits and complements your broader wealth management plans? That takes a deep understanding, both of current tax regulations and your vision for your future.
Identity Theft
Protection
Identity Theft Protection
A true financial partnership that lasts a lifetime begins with transparency and trust. Our secure online services let you see where your money is 24/7 and how your portfolio and financial plans are working together to achieve your goals. Through Baird, our clients are able to securely access their accounts online safely and confidently.
Education
Funding
Education Funding
Funding a child or grandchild’s education can be one of the most impactful investments you’ll ever make. No matter how much time you have before the first tuition payment is due, we can help you plan for funding education in a way that makes the most sense for you and your family.
Being a business owner means you’re responsible for the financial well-being of yourself, your family and your livelihood. We bring decades of combined experience toward helping business owners strike a balance between growing their business and preparing for their future independence. For those with small to medium-sized businesses, we can help you develop an exit strategy while thinking about your needs through retirement.