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Our Engagement

Every Relationship Begins With A Conversation

Discover Our Client Engagement Process

Discover Our Client Engagement Process

Our client engagement process is built to meet the needs of a wide range of investors. Keeping in mind that every client relationship is unique, we have designed a tailored wealth management experience for clients at varying asset levels.

Connect

Every relationship begins with an initial connection. We start slowly, taking time to listen and truly understand your unique circumstance. We help identify and prioritize your goals and the things that matter most to you. Then we go to work!

Design

Just as every construction project requires a blueprint, every financial strategy requires a plan. Through our initial discovery of your circumstances, goals, and priorities, we will work with you to build a plan that serves as a guide. Creating your plan will be an initial point of focus, knowing that it will evolve as things change in your life.

Build

When your plan is in place, we will build strategies to best fit your needs by utilizing a wide range of products and services. We have access to thousands of investment options and ensure the strategies we implement are cost-efficient and prudent.

Review

Ongoing review and adjustment of your plan and the products and services used to implement that plan are crucial to your long-term success. In today’s world, things change rapidly, so being able to reset and adjust regularly are critical. Our process ensures this happens often, effectively, and efficiently.

Tier IV

Investment Management

  • Money Management
  • Portfolio Rebalancing
  • Review of 401(k) and other company-sponsored retirement plans
  • Cash Management Services

Counsel and Advocacy

  • Access to CERTIFIED FINANCIAL PLANNER®
  • Company Retirement Plan / 401(k) rollover options review
  • Counsel through major life events
  • The Team Podcast
  • The Advocate Monthly E-Newsletter
  • The Quarterly Team Newsletter

Financial Planning

  • Pension Analysis
  • Retirement Income Planning

The Perry Richey Group Team Events

  • Annual Client Picnic and Various Events

Annual Service Engagement

  • Annual Review Call (Meeting Upon Request)

Additional Services

  • E-Delivery Capabilities
  • Baird Mobile App
  • Notary and Medallion Signature Guarantee
  • Automated Clearing House (ACH)
  • Online Access with Baird 360 Wealth

Tier III

Investment Management

  • Money Management
  • Portfolio Rebalancing
  • Review of 401(k) and other company-sponsored retirement plans
  • Cash Management Services

Counsel and Advocacy

  • Access to CERTIFIED FINANCIAL PLANNER®
  • Company Retirement Plan / 401(k) rollover options review
  • Counsel through major life events
  • Coordination with tax and legal professionals
  • Financial guidance for family members
  • The Team Podcast
  • The Advocate Monthly E-Newsletter
  • The Quarterly Team Newsletter

Financial Planning

  • Pension Analysis
  • Retirement Income Planning
  • Estate Planning
  • Life Insurance Review
  • Long-Term Care Insurance Review
  • College / Education Planning
  • MoneyGuidePro Financial Plan
  • Social Security Analysis

The Perry Richey Group Team Events

  • Annual Client Picnic and Various Events

Annual Service Engagement

  • Annual Review Meeting and Performance Reporting

Additional Services

  • E-Delivery Capabilities
  • Baird Mobile App
  • Notary and Medallion Signature Guarantee
  • Automated Clearing House (ACH)
  • Online Access with Baird 360 Wealth

Tier II

Investment Management

  • Money Management
  • Portfolio Rebalancing
  • Review of 401(k) and other company-sponsored retirement plans
  • Cash Management Services

Counsel and Advocacy

  • Access to CERTIFIED FINANCIAL PLANNER®
  • Company Retirement Plan / 401(k) rollover options review
  • Counsel through major life events
  • Coordination with tax and legal professionals
  • Financial guidance for family members
  • Access to The Financial Advocate Network™
  • The Team Podcast
  • The Advocate Monthly E-Newsletter
  • The Quarterly Team Newsletter

Financial Planning

  • Pension Analysis
  • Retirement Income Planning
  • Estate Planning
  • Life Insurance Review
  • Long-Term Care Insurance Review
  • College / Education Planning
  • MoneyGuidePro Financial Plan
  • Social Security Analysis
  • Advanced Charitable Giving Strategies
  • Tax Planning*
  • Corporate Executor and Trustee Services available through Baird Trust

The Perry Richey Group Team Events

  • Annual Client Picnic and Various Events

Annual Service Engagement

  • Semi-Annual Review Meeting and Performance Reporting

Additional Services

  • E-Delivery Capabilities
  • Baird Mobile App
  • Notary and Medallion Signature Guarantee
  • Automated Clearing House (ACH)
  • Online Access with Baird 360 Wealth

Tier I

Investment Management

  • Money Management
  • Portfolio Rebalancing
  • Review of 401(k) and other company-sponsored retirement plans
  • Cash Management Services

Counsel and Advocacy

  • Access to CERTIFIED FINANCIAL PLANNER®
  • Company Retirement Plan / 401(k) rollover options review
  • Counsel through major life events
  • Coordination with tax and legal professionals
  • Financial guidance for family members
  • Access to The Financial Advocate Network™
  • The Team Podcast
  • The Advocate Monthly E-Newsletter
  • The Quarterly Team Newsletter

Financial Planning

  • Pension Analysis
  • Retirement Income Planning
  • Estate Planning
  • Life Insurance Review
  • Long-Term Care Insurance Review
  • College / Education Planning
  • MoneyGuidePro Financial Plan
  • Social Security Analysis
  • Advanced Charitable Giving Strategies
  • Tax Planning*
  • Corporate Executor and Trustee Services available through Baird Trust

The Perry Richey Group Team Events

  • Annual Client Picnic and Various Events

Annual Service Engagement

  • Semi-Annual Review Meeting
  • Quarterly Performance Reporting

Additional Services

  • E-Delivery Capabilities
  • Baird VIP Home Office Visit
  • Baird Mobile App
  • Notary and Medallion Signature Guarantee
  • Automated Clearing House (ACH)
  • Online Access with Baird 360 Wealth