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What You Need is What We Do

Every client’s financial goals, situation and personal investment preferences are unique. As part of the Game Plan's Wealth Management Process, 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.

Investment Consulting:

Portfolio Management

Comprehensive Advisory Solutions

Brokerage Services

Alternative Investments

Cash Management

Advanced Planning:

Financial Planning

Income Protection Strategies

Tax Planning

Wealth Transfer

Charitable Giving

Risk and Liability Management

Estate Planning

Lending Services

Relationship Management:

Baird Financial Specialists

Baird Estate Specialists

Professional Network

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. |  316-609-5200