Lifestyle Management

• Net Worth Analysis
• Income Needs Analysis
• Automatic Required Minimum Distribution
• Saving Goals
• Education Goals
• eBill
• Baird Online
  • Cash Management
  • Set Up Monthly Electronic Transfer
  • Direct DepositPlatinum MasterCard®
  • 24/7 Fraud Protection
  • Baird pays Foreign Transaction Fees
  • ATM Access Through MasterCard®
  • Rebates for ATM Transaction Fees
  • Free Checks
  • Award Points

Estate Planning*

• Review
  • Wills
  • Trusts
  • Powers of Attorney
  • Social Security Analysis
  • Tax Analysis
• Business Succession Plan
• Incapacity Plan
• Referrals To Outside Professionals

Philanthropy

• Review
  • Donor Advised Fund
  • Charitable Remainder Trust
  • Family Foundation
  • Direct Donation
• Referrals to Outside Professionals

Executive Services

• Stock Option Exercise
• Restricted Stock Services
• Rule 144 Stock Sales
• 10b5-1 Trading Plans
• Executive Bonus Plans

Risk Management

• Review
  • Life Insurance
  • Personal Liability Coverage
  • Property/Casualty coverage
  • Health Insurance/Medicare
• Social Security Benefit Analysis
• Referrals to Outside Professionals

Liability Management

• Review
  • Home Loan
  • Car Loan
  • Credit Card Loan
  • Business Loan
• Debt Repayment Plans

Asset Management

• Actively managed, tactical approach to portfolio management
• Comprehensive Financial Plan
  • Cash Flow Projection w/ Monte Carlo Analysis
  • Annual Monitoring of Plan
• Passive c. Active Manager Selection
• External 401 (k)/403 (b) Asset Allocation Recommendation
• Tax Management Overlay Management
• Asset Overlay Management
• Total Return Strategy for you cash flow needs
• Asset Allocation Plan
• Objective Asset Manager Selection
• Rebalancing of Asset Allocation
• Tactical or Strategic Asset Allocation Models
• ETF’s, Mutual Funds, and/or Separately Managed Accounts depending on client
• 529 Plans
• Alternatives

*While Baird does not provide tax or legal advice, your Baird Financial Advisor can work with your tax or legal professionals.