Broker Check

Our Services

What You Need is What We Do

Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisor, our most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources and planning expertise from which we can draw when designing customized solutions based on our knowledge of your specific needs in these areas.

Financial and Estate Planning

  • Retirement planning
  • Education planning
  • Estate document review
  • Tax planning
  • Wealth transfer
  • Charitable giving

Investment Management

  • Portfolio management
  • Comprehensive advisory solutions
  • Brokerage services
  • Alternative investments
  • Cash management
  • UITs
  • Lending services
  • Tax Free Income

Risk and Liability Management

  • Life Insurance review & needs analysis
  • Long-Term Care
  • Annuities
  • Identity protection

Qualified Plan Consulting/401k Plans

  • Advise Fiduciaries
  • Plan design consultation
  • Investment consulting and reporting
  • Vendor reviews and due diligence
  • Vendor search and request-for-proposal services
  • Plan conversion assistance
  • Expense and revenue analysis
  • Participant education and monitoring of its success


"There will always be bull markets followed by bear markets followed by bull markets."
- Sir John Templeton, stock investor/businessman/philanthropist

For more information about our practice and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

paulynetherykoth@rwbaird.com |  262-240-3536