Growing and Preserving Wealth
 
 
Growing and Preserving WealthManaging wealth requires, above all, perspective. As Financial Advisors, our most important job is to know each client as a person. We want to understand your values and priorities as they relate to your lifestyle, your family and your dreams.

Whether you’re aiming at specific targets, moving into a fulfilling retirement, or planning for the generations that follow you, the journey is challenging and complex. That’s why we begin our consultative process by exploring your unique situation and helping to clarify your specific goals and objectives.

A Foundation of Understanding
Some aspects of financial planning require focused reflection. What sort of lifestyle do you and your family desire? What’s your philosophy regarding college funding and other assistance for children and grandchildren? What sort of legacy do you envision, both for your family and for charitable organizations you care about? Are your investments allocated in a manner that will allow you to achieve all of your goals and objectives? What is your risk tolerance, and are you comfortable with your current investments?

Establishing those values raises more practical questions: How should you and your family prepare for life’s unknowable risks, such as an untimely death, the loss of a business partner, or the need for long-term nursing care? How will you manage life’s major transitions, such as passing on your business to new owners or the diversification of concentrated and highly appreciated investments such as employer stock?

All these considerations must be addressed in the context of taxes. What are the income tax implications of your financial plan, now and in the future? Do you have the right mechanisms in place – trusts and insurance policies, for example – to minimize the risk of leaving your family with excessive estate tax liabilities? Are you taking full advantage of tax rules that encourage personal priorities such as philanthropy, college funding and life insurance planning?

With a foundation of understanding, Baird is prepared to guide you in these endeavors. We can help to define your unique objectives, to anticipate your family’s long-term needs, and to build a comprehensive plan in which a number of financial tools work together to achieve your goals.

Broad Scope, Deep Expertise
As we earn your trust, our experienced Financial Advisors will lay a course, supported by a team of world-class financial specialists in a variety of areas such as equity and fixed income research, money manager and mutual fund research, financial planning, estate planning and risk management. Your Baird advisor can draw on a wide range of investments and sophisticated financial strategies. He or she knows how these tools interact for clients in various situations and at various stages of their lives.

With these resources, we’ll build a comprehensive financial strategy tailored to your individual values and objectives. Then we’ll give you straightforward advice and work with you, your attorney and your tax advisor to execute your plan.

We also know that goals and circumstances often change over time. As diligent advisors, we will remain connected with you, reviewing your goals and your financial positions so we can adjust your plan as needed.

At Baird, we work hard every day to earn our reputation as a trusted advisor by always putting your best interests first.
 
   Contact a Baird Financial Advisor
 
 
 
 
 
 
Careers|Help|Site Map|Important Information|Privacy Policy|Financial Information|Business Continuity
©2008 Robert W. Baird & Co. Incorporated.
This site has been published in the United States for residents of the United States. The foregoing has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member FINRA and SIPC.