Whether you’re looking forward to retirement or already enjoying that next phase of your life, you should be able to do so with confidence that you can sustain and continue to enjoy the lifestyle you’ve established. For most people, that means at least some change in the way they look at income, expenses and investing.
Your Baird Financial Advisor is a partner you can rely on before, during and after this transition to help ensure your investments remain on track with your goals and in sync with your needs.
To complement your advisor’s deep understanding of your specific situation, Baird’s in-house financial experts offer keen insight and invaluable knowledge in areas critical to successful retirement planning, including:
- Income planning
- Intergenerational planning
- Tax efficiency
- Concentrated stock positions
- Wealth preservation strategies
Additionally, Baird offers tailored solutions for senior executives and business owners
facing wealth creation events and life changes.
A Wealth of Advice
Baird’s experts frequently publish materials related to successful retirement planning. Below you can find links to our latest whitepapers on the subject: