Standard Of Care
Your Financial Advocate oversees your Standard of Care checklist. Much like a physician who utilizes a checklist based on a patient’s age—the standard protocols to follow and particular tests to be run—we employ a Standard of Care checklist to help ensure that all aspects of your financial well-being are attended to. Through regular conversations about a variety of topics—from planning for a child’s education to making arrangements for aging loved ones—it is our goal for you to be prepared at any stage of life for whatever challenges or opportunities come your way.
Advanced Planning
College/Education Planning
Baird Trust Services
Review Estate Plan
Family Gifting
Advanced Charitable Giving Strategies
Review Beneficiary Designations
Review Company-Sponsored Retirement Plan
Establish Emergency Fund
Establish Savings Plan
Financial Plan
Medicare Planning
Review Life Insurance
Long-Term Care Planning
RMDs and QCD Planning
Pension Analysis
Retirement Income Planning
Social Security Analysis
Review Tax Return and Withholdings
Investment Consulting
Alternative Investments
Asset Allocation
Liquidity Needs Assessment
Portfolio Review / Rebalancing
Risk Profile Discussion
Tax Efficient Portfolio Management
Dollar Cost Averaging
Relationship Management
Baird Online / 360 Wealth
Accountant and Attorney Coordination
Cash Management
Identity Theft Protection
Personal Information Guide
The Advocate Advantage™
Finding Your Financial Advisor book
Trusted Contact