Services
Educate | Guide | Plan
Our firm specializes in helping individuals develop sound retirement strategies.
If you are retired – or approaching retirement – take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Wealth Management Is a Family Affair
Give the Gift of Stock
Taking Advantage of Tax-Loss Harvesting
Wealth Transfer Planning
Baird’s knowledgeable specialists in estate, tax planning and business solutions understand the intricacies of the estate tax system and how it may impact you. They can review existing estate documents and work with your other professionals to make sure they meet your needs
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
thebooselgroup@rwbaird.com | 678-762-3015