Services

What You Need is What We Do

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 I can draw when designing customized solutions based on my knowledge of your specific needs in these areas.

Retirement Planning
Income Strategies
Savings Strategies
Budgeting
Social security strategies
Required Minimum Distributions

Financial Planning

Goal Setting
Cash flow analysis.
Net worth statements

Tax Planning

Charitable Giving
Tax Reviews
Investment Taxes
Legislative Updates
Wealth Transfers

Business Owners

Business Succession and Sale Planning
Mergers and Acquisitions
Business Valuations
Transition Planning
Buy Sell and Key Person Insurance

Estate Planning

Document Review
Trust Planning
Family Gifting
Estate Tax Modeling
Insurance Planning
Incapacity Planning

Education Planning

Needs Analysis
Custodial Accounts
529 Plans
Coverdell Education Savings Accounts

Insurance Planning

Income Protection Strategies
Annuities
Life insurance
Long-Term Care
Disability Income

Investment Solutions

Portfolio Planning
Risk Tolerance assessments
Asset Allocation Models
Equity investments
Fixed Income Solutions
1031 Exchange Solutions
Cash Management

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