What We Do For You
Relationship Management
- Net Worth Analysis
- Saving Goals
- Baird Online
- Cash Management
- Baird Debit Card 24/7 Fraud
- Protection
- Redeemable Award Points
- Baird Pays Foreign Transaction Fees
- ATM Transaction Fees Rebate
- Checking
- Ebill
Risk Management
- Identity Theft Protection
- Safety of Client Assets
Financial Planning
- Goal Based Financial Planning
- Cash Flow Projection with Monte
- Carlo Analysis
- Annual Monitoring of Plan
- 360 Wealth
- Overlay Tax Management
- Asset Overlay Management
- Total Return Strategy for Your Cash Flow Needs
- Asset Allocation Plan
- Education Planning
- Retirement Planning
- Income Needs Analysis
- Required Minimum Distribution
Lending Services
- Debt Repayment Plans
- Enhanced Credit Access
- Securities Based
- Margin Loans
Estate Planning
- Review
- Wills
- Trusts
- Powers of Attorney
- Business Succession Plan
- Incapacity Plan
- Estate Tax Modeling
Investment Solutions
- Advisory Solutions
- ETFs
- Mutual Funds
- Fixed Income
- Baird Portfolios
- Passive vs. Active Manager Selection
- External 401(k)/403(b) Asset Allocation Recommendation
- Alternative Investments
- Hedge Funds
- Private Investment
- Debt, Real Estate, Equity
- Structured Products
- Tax Deferral Strategies
Insurance Planning
- Review
- Life
- Long-Term Care
- Health/Medicare
- Disability
- Recommend and implement Insurance strategy
- Social Security Benefit Analysis
Charitable Giving
- Review
- Donor Advised Fund
- Charitable Remainder Trust
- Family Foundation
- Direct Donation
