Establish & Define
Establish & defining your goals to determine how we can work together
- Saving for Retirement
- Liability Management
- Asset & Risk Management
- Leaving a Legacy
- Charitable Giving
Gather Information
Providing us with pertinent documents helps us see your whole financial picture
- Financial Statements
- Estate Documents
- Pension Plans
- Social Security Statements
Analyze & Recommend
Creating a financial plan to help you meet your goals
- Asset Allocation Plan
- Insurance Needs Analysis
- Debt Repayment Plan
- Business Succession Planning
- Cash Flow Projections
- Estate Plan Reviews
Implement
Implement recommendations to keep your financial plan on track
- Rebalance Investments
- Establish a Budget
- Meet with Attorney or CPA
Monitor & Review
Working as a team to monitor your progress and keep the lines of communication open
- Quarterly Investment Review
- Periodic Asset Allocation
- Rebalance
- Annual Goals Review
Baird Highlights
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