Broker Check

Services

What You Need is What We Do

Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisor, my 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 I can draw when designing customized solutions based on my knowledge of your specific needs in these areas.

Portfolio Management

  • Portfolio management
  • Comprehensive advisory solutions
  • Brokerage services
  • Alternative investments
  • Cash management

Saving for Higher Education

  • College cost calculation
  • 529 accounts
  • Custodial accounts

Planning for Retirement

  • Financial plans
  • Retirement cash flow design
  • Employer retirement plan consultation
  • Social security analysis
  • Medicare planning

Estate Planning Services

  • Estate plan reviews
  • Beneficiary designations
  • Wealth transfer education
  • Charitable giving
  • Family legacy meetings

Investment Tax Planning

  • Tax loss harvesting
  • Tax return reviews
  • Roth conversions
  • Collaboration with CPAs

Insurance

  • Life insurance
  • Annuities
  • Long term care insurance
  • Property & casualty insurance reviews

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.

mpetros@rwbaird.com |  678-762-3019