Securing Retirement

 
 
Securing Retirement Whether you’re in the midst of your career looking forward to retirement or are already enjoying that next phase of your life, you want to be sure you can sustain the lifestyle goals you’ve established.

Your retirement may mean world travel, headlong pursuit of an avocation, volunteer work or even a fresh entrepreneurial venture. In any case, it almost certainly means a change in the way you look at your income and expenses.

Baird’s Financial Advisors are your trusted counselors before, during and after this transition. With their personal commitment, the backing of specialists with deep expertise, and a full array of financial tools at their disposal, Baird advisors can help ensure that you continue living the way you want to live for as long as your goals and aspirations drive you.

Options Made Clear
Securing your lifestyle in retirement can be daunting. Tax laws are complex enough, but other unknowns, such as long-term care expenses, make planning even more difficult. And decisions about the legacy you leave require frank communication and deep reflection.

Even sophisticated investors can miss the mark. Many have underestimated how much they’ll need. Others overestimate, and may not be taking full advantage of all their resources. Still others face significant tax liabilities that timely advice could have mitigated.

Your Baird Financial Advisor understands these risks and, more importantly, takes the time to get to know your priorities and help you focus your goals. He or she will guide you through questions like:

  • What assets will be available to support your retirement, and how should they be invested to provide the income you will need?
  • How great are the risks to your lifestyle – from interest rates risks to legal claims against you – and how can you protect yourself?
  • What safeguards are in place if you need personal care or can no longer manage your own affairs?
  • What planning should you do, and when, to minimize income, capital gains and estate taxes. 

Expertise and Tools
A thorough assessment must be followed by sound implementation. Baird's experienced Financial Advisors can identify investments that fit your goals. At the same time, the firm has expertise in complementary areas – taxes, retirement funding, estate planning and insurance, for example – to ensure a comprehensive financial solution for each client’s unique needs.

Executive Services
Corporate executives and business owners face special concerns in retirement. If you own a business, you may need an orderly succession plan or be looking to sell. If you are a public company executive, you might need to liquidate concentrated, highly appreciated positions in a tax efficient way. Baird has the experience to deal with these issues, helping executives to secure a fulfilling retirement. 

Contact a Baird Financial Advisor to help you understand what you can do now to maximize your retirement possibilities.

 
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.