The Benefits of MASTERPLAN®
Putting Baird’s broad resources and expertise to work so you can achieve your life’s important priorities.
When it comes to turning the future you want into a reality, you shouldn’t have to choose between a firm with capabilities and one that offers personalized attention. To get where you want to go in the way that’s right for you, you need both – plus the peace of mind that comes from knowing a trusted partner is with you each step of the way.
MASTERPLAN® is a customized wealth management experience that – in partnership with your financial advisor – takes the complexity out of securing your financial future.
With MASTERPLAN®, you can have confidence that you’ll stay on track to achieve the things you want for you and the people who matter most, no matter what.
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.