Broker Check

Resources

Baird Client Statement Overview

Baird strives to provide the best financial advice and service. We work to earn your trust as a financial partner by consistently delivering deep expertise and world-class service. Our customized statements are designed to enhance your understanding of your portfolio and activity with a clear, comprehensive view; we’ve built them with your needs in mind.

Statement Overview

Wealth Management Document Checklist

In preparation for our upcoming wealth management discussion, please come prepared with the following information linked below.

Document Checklist

Detailed Budget Worksheet

Below is a budgeting worksheet tool to create a detailed financial plan of your expenses.

Budget Worksheet

Social Security Administration Resources

Take advantage of the online planning tools available through the Social Security Administration's website in order to keep yourself up-to-date on all your personal benefit information.

Social Security Administration Resources