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How We Can Help

More than simply investments, you need to make a plan for the life you want, both now and into the future. As an independent, employee-owned firm, Baird is structured to perform over the long term. We know that the only way we succeed is if our clients succeed. That’s the Baird Difference.

Everything we do at Baird is focused on putting our clients first. That’s why we’ve evolved the traditional financial advisory relationship to offer comprehensive wealth management. Wealth management at Baird is about your big picture – identifying what’s most important to you and building a plan that includes investments carefully selected to help deliver on your priorities.

No matter where you are now and where you’d like to go, your Baird Financial Advisor team will always be there helping you make smart plans for your future, every step of the way. Discover how the Baird Difference can work for you.

Your Baird Financial Advisor can help get you from where you are now to where you want to be.

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Our team is connected with leading experts in all areas of wealth management, including investment management, tax planning and more. In addition to being regularly featured in national media outlets, we have the below insights available for you:

Education Planning

Education Planning

Find out ways to navigate paying for education.

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Estate Planning

Estate Planning

Consider reviewing the estate plan review types and client guidelines.

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Tax Planning

Tax Planning

Learn more about some perspectives on tax planning.

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Seeing the Big Picture

Seeing the Big Picture

To meet your financial goals requires keeping all your assets and accounts coordinated. New tools make it easier for you to keep your eye on the big picture.
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Strategas 2022 Midterm Election Primer

Strategas 2022 Midterm Election Primer

Washington Policy Research: We believe that this increased political volatility is a direct result of the elevated economic uncertainty that has stemmed from the crisis. With midterm elections looming and inflation at 40-year highs, we believe this trend is likely to continue in 2022.
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How to Deal with the Inevitable Volatility

How to Deal with the Inevitable Volatility

Though they can be painful, market corrections are a natural and necessary part of long-term investing.
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6 Ways to Inflation-Proof Your Retirement Plan

6 Ways to Inflation-Proof Your Retirement Plan

Strategies to help make sure you have the retirement you deserve, even if inflation is here to stay.
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The IRS’s Inflation Adjustments for 2022

The IRS’s Inflation Adjustments for 2022

The standard deduction is up, Social Security is way up, and other inflation-related changes you should know about.
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The Case for Liquidity

The Case for Liquidity

The best way to maximize your outcomes is to maximize your choices.
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