Services
As your financial advisor, my goal is to develop a plan that is customized for your specific needs. The Baird organization provides me with the resources and financial planning expertise to assist clients in reaching their goals.
Lifestyle Management
- Net Worth Analysis
- Income Needs Analysis
- Automatic Required Minimum Distribution
- Saving Goals
- Education Goals
- eBill
- Baird Online
- Cash Management
- Set Up Monthly Electronic Transfer
- Direct Deposit
- Platinum MasterCard®
- 24/7 Fraud Protection
- Baird pays Foreign Transaction Fees
- ATM Access Through MasterCard®
- Rebates for ATM Transaction Fees
- Free Checks
- Award Points
Estate Planning
- Review
- Wills
- Trusts
- Business Succession Plan
Philanthropy
- Review
- Donor Advised Fund
- Charitable Remainder Trust
- Family Foundation
- Direct Donation
Risk Management
- Review
- Life Insurance
- Long-Term Care Insurance
- Referrals to Outside Professionals
Asset Management
- Comprehensive Financial Plan
- Cash Flow Projection
- Annual Monitoring of Plan
- Passive / Active Manager Selection
- Defined Benefit – Profit Sharing Plans
- External 401 (k)/403 (b) Asset Allocation Recommendation
- Asset Overlay Management
- Total Return Strategy for your cash flow needs
- Tactical or Strategic Asset Allocation Models
- ETF’s, Mutual Funds, and/or Separately Managed Accounts
- 529 Plans
- Alternatives
- Private Equity
- Stock Option Analysis
Insurance
- Executive Benefits
- Nonqualified Deferred Compensation
- Business Continuation
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.
gschmidt@rwbaird.com | 859-815-6824