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Our Practice

Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisors, our most important job is to truly understand who you are and what you want your assets to accomplish for you in order to create a financial plan to help achieve these goals. Baird provides access to a broad pool of research, resources and planning expertise from which we can draw when designing customized solutions based on our knowledge of your specific needs in these areas:

Investment Management

 Portfolio management
Comprehensive advisory solutions
Brokerage services
Alternative investments
Cash management

Financial and Estate Planning

 Retirement and education planning
Tax strategies
Wealth transfer
Charitable giving

Risk and Liability Management

 Life and Long-Term Care Insurance
Lending services

As your needs evolve over time, you can be sure this line of communication will remain open so we can ensure your comprehensive, personalized solutions remain on track for the long term.

Why Everyone Should Have an Estate Plan

Why You Should Take a Fresh Look at Your Insurance Coverage

2020 Market and Wealth Management Outlook

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  920-803-4433