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Focus on What Matters Most

We’ll help you reach your financial goals so you can take care of the rest

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Are you retirement ready?

At Baird, we serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.

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our Team

our Team

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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our services

our services

We offer a full range of investment and financial services and have access to a wide array of solutions.

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our Process

our Process

We strive to build long-lasting relationships with our clients, offering education and guidance.

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What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.
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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
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"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Look before, or you’ll find yourself behind."

- Benjamin Franklin

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