Your Financial Life, Guided with Purpose
MASTERPLAN® provides the clarity and direction you need to navigate your financial life with confidence.
MASTERPLAN® brings every part of your financial life together into one clear, cohesive strategy. Built around your goals and priorities, it helps you make informed decisions and stay aligned with what maters most as your life and circumstances evolve.
Click on each of the tabs in the graphic below to learn more about the different services considered in the MASTERPLAN®.
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.
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.
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.
Medicare Insurance
We help our clients understand their health insurance needs and options when they retire, and our partners provide a variety of solutions.
Mortgages and Lending
At one time or another, we all need to access credit. Our banking partners offer mortgages, business loans and securities-backed lending facilities.
Legacy Planning
Your planning has created the opportunity to continue to impact the lives of others, well into the future.
Extended Care
Long-term care and other insurance options can provide income and other benefits when life takes an unexpected turn.
Education Savings Plan
Our expertise with 529s and other education based funding vehicles have helped many of our clients.
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. Your Baird advisor will help you maximize the income that your assets can provide.
When it comes to turning the future you envision into reality, you should not have to choose between deep capabilities and a truly personalized experience. Achieving what matters most requires both, along with the confidence of having a trusted partner by your side every step of the way.
MASTERPLAN® is a customized wealth management experience that works alongside your financial advisor to bring clarity to complexity and help your move forward with confidence.