What is MASTERPLAN®?
The MASTERPLAN® is a comprehensive, written evaluation of your financial situation. This plan is created and analyzed by our planning experts, many of whom are CFP® professionals, in conjunction with our team. Each MASTERPLAN® is unique and designed to address your specific goals and objectives.
Click on each of the tabs in the graphic below to learn more about the different services considered in the MASTERPLAN®.
Retirement Income Planning
When it is time to retire, and your paychecks end, your hard work and prudence with investments will allow you to fund your new lifestyle. We can help you maximize the income that your assets can provide.
Cash Management
Whether it is a short term need like a vacation or an intermediate term need like saving for a second home; our investment team can help you maximize your investible cash.
Investment Planning
Our research team does extensive work to uncover and understand the thousands of investment options available to you. The depth and breadth of our internal research, tools, model portfolios, and recommendations add value, as you look to make your money work for you.
Tax Planning
Working with your accountant, we can help you come up with a tax-efficient strategy to preserve and protect your wealth.
Legacy Planning
Your planning has created the opportunity to continue to impact the lives of others, well into the future.
Estate Planning
We help to review your estate plan and work closely with your attorney to make sure that your needs and wishes are carried out.
Insurance
Term, Permanent and Disability insurance are important tools to protect your loved ones, build wealth and fund your legacy. Baird has multiple options to meet your needs.
Extended Care
Long-term care and other insurance options can provide income and other benefits when life takes an unexpected turn.
Mortgages & Lending
At one time or another, we all need to access credit. Our banking partners offer mortages, business loans and securities-backed lending facilities.
Education Savings Plans
Our expertise with 529s and other education-based funding vehicles have helped many of our clients.