Financial Planning

Take the Guesswork Out of your Financial Future

With access to advanced tools and financial planning expertise, our we provide tailored solutions for retirement, education, tax and estate planning, along with comprehensive strategies designed to help take you where you want to go. Working together with our team of regionally-based CERTIFIED FINANCIAL PLANNER^TM professionals, we help you customize a financial plan, based around your needs and goals, designed to offer lasting financial security.

Everyone’s story is unique - an individual journey to their definition of success. That’s why we start the financial planning process by focusing on what matters – you. Using our discovery process, we sit down with you, keeping one objective in mind: to get to know what’s important to you. Your personal story influences how you make your financial decisions, so that’s why we spend the time to get to know you personally, ask questions, and spark the (sometimes difficult) conversations that help us understand who you are, where you’re coming from, and what obstacles you might be facing.

Equipped with what we’ve learned about your vision for the future during discovery, we utilize a time-tested process and analyze your situation and develop a comprehensive wealth plan that is uniquely tailored to you and your needs.

Life can be unpredictable, which is why we work to understand your situation in detail, anticipate different scenarios and remove the guesswork out of your financial future by stress-testing your financial plan. Using the latest tools and technology, we work with you to create advanced “what-if” scenarios based on your goals. And once your goals are set and your plan is implemented, we monitor your plan on an ongoing basis and keep you informed of your progress along the way. Because when you have a clear understanding of your complete financial picture and a detailed roadmap to help you get there, you can move forward with confidence.

Planning Through Changes

As your life evolves, you need a financial plan flexible enough to change with you. Whether you’re charting your course to retirement, caring for a child with special needs, or trying to establish a lasting charitable legacy, you can count on Baird to provide you with a financial plan tailored to your unique situation. We help our clients with:

Education Planning
Legacy Planning
Business Valuation and Transition planning
Risk Management
Cash-flow Planning
Special Needs Planning (children / aging parents)
Divorce or loss of a loved one

Planning For Retirement

You’ve worked hard and sacrificed to build your wealth, and now you’re planning for the next chapter of your life. You’re probably asking questions like “When do I want to retire?” and “How do I want to spend my time?” Or “Do I have enough saved?” and “When should I draw Social Security?” We can help bring clarity to your financial picture and chart a course to help you get to where you want to go.

After completing our extensive discovery process to understand your story and your desires for retirement, we combine what you’ve told us with our expertise and experience to translate your vision into a series of actionable financial goals. On your road to retirement, we advise you on your retirement plan contributions and investment strategies to help ensure you’re on track. Using a goals-based process, our advisors work with you to track your progress so you can make pro-active decisions about your future.

As you near retirement age, we offer a comprehensive Social Security analysis for you so you can get an accurate picture of what your income will be in retirement and manage your plan based on your goals, not someone else’s.

With a roadmap in hand, you can move forward confidently when it is finally time to bid farewell to the workforce. You won't have to wonder if your savings will support your retirement dreams and last your lifetime – regardless of whether retirement was your decision, your spouse’s decision or your employer’s decision. However and whenever you retire, we will work with you to help make sure you have what you need to be financial secure. Working together with your Financial Planner, we will help you create an asset allocation strategy designed to keep up with inflation, create income and keep in line with your risk level. We will help you structure your retirement income, recommending accounts to draw from and advising you on how much you can comfortably withdraw.

Plan For Today and Tomorrow. Contact Us.

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