Services
Our goals is to provide you with exceptional advice and service so you are free to focus on what matters most. We work best with those who:
- Possess an active, goal-setting mindset
- Have an active role in their personal financial planning
- Value mutual respect
- Have an appreciation for thoughtful planning over the long term.
Ultimately, we treat our clients as an extension of our own family – and because of this, we can even help you proactively, in areas you don’t yet realize you need help with. One way we measure our success is through the quality of the relationships we build with our clients. Keeping your interests first starts with ensuring you’re not paying for services you don’t need. We offer three different tiers of services so you can be sure you’re getting the right advice and solutions for your specific circumstances.
BASIC
Our Basic tier provides a foundational level of the services our clients need most. The basic tier includes a complementary annual planning session. All plans are amended and updated throughout the year as needed.
ADVANCED
Our Advanced tier provides all the services of our Basic tier with an additional focus on tax and insurance planning strategies. The advanced tier includes complementary semi-annual planning sessions. All plans are amended and updated throughout the year as needed.
PRIVATE
Our Private tier provides all the services of our Advanced tier with an additional focus on estate planning and philanthropy.
Financial Planning
Take the Guesswork Out of Your Financial Future.
- Financial Plan Development
- Retirement Planning
- Estate Planning
- Trust Services
- Educational Planning
- Insurance Planning
- Tax Planning
- Charitable Giving Strategies
Retirement Planning
On your road to retirement, we advise you on your retirement plan contributions and investment strategies to help ensure you’re on track. Using a goals-based investment planning process, we will continue to work with you to track your progress so you can make proactive decisions about your future.
Asset Management
- Portfolio Management
- Risk Profile Analysis
- Asset Allocation
- Comprehensive Advisory Solutions
- Brokerage Services
- Alternative Investments
- Cash Management
Tax Planning
- Tax Mitigation
- Tax Return Review
- Transaction Tax Analysis
- Tax Deferral Strategies
- Cash Flow and Required Minimum
- Distribution (RMD) Planning
- Charitable Giving Strategies
- Wealth Transfer Including Trust, Estate, and Gift Tax Planning
- Legislative Updates
- Asset Location Analysis
Insurance Planning
- Liability Coverage Review and Planning
- Life Insurance, Including Second-to-Die
- Policies and Private Placement Policies
- Buy/Sell Funding
- Key Person Insurance
- Long-Term Care Insurance
- Disability Insurance
- Annuities
Cash Management & Lending
- Cash Management
Free Check Writing
Insured Deposits
Debit Card With Awards Points
ATM Access With Rebated ATM Fees
Free Foreign Transactions
Direct Deposit and Electronic Transfer
Concierge Services - Lending
Liability Planning
Securities-Based Loans
Margin Loans
Estate Planning
Estate planning is more than completing a living will and filing documents with your attorney. It's ensuring that the legacy you've created helps the people and organizations closest to you reach their dreams even after you're gone.
Charitable Giving
- Direct Donations and Appreciated Securities
- Qualified Charitable Distributions (QCDs)
- Bunching Strategies
- Donor-Advised Funds and Family Foundations
- Charitable Trusts
Identity Theft Protection
Additional Risk Management services include ID Watchdog Identity Protection
Robert W. Baird and Co. does not provide tax or legal advice.