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Services

What You Need is What We Do

Every families financial goals, situation and personal investment preferences are unique. As your Financial Advisors, our most important job is to truly understand who you are and what you want to accomplish. Baird provides access to a broad pool of research, resources and planning expertise from which we can draw when designing customized solutions based on our knowledge of your specific needs in these areas.

Financial and Estate Planning

Retirement and Education planning
Tax planning
Wealth transfer
Charitable giving

Cash Flow planning

Investment Management

Portfolio management
Comprehensive advisory solutions
Brokerage services
Alternative investments
Cash management

Risk and Liability Management

Income protection strategies
UITs
Lending services

Insurance planning

For more information about the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

shengen@rwbaird.com |  574-247-6830