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Navigate Retirement with Confidence

Retirement strategies can be complex. Our financial professionals are here to guide you through the process, providing you with the information you need to help make informed decisions about your future.

Start Your Retirement Journey

Meet Barry 

Meet Barry 

My business is built on a foundation of thoughtful client relationships.

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 we can draw when designing customized solutions based on our knowledge of your specific needs in these areas.

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Let's partner to navigate your dream retirement. 

Wealth Management

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals..

Estate Planning 

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. 

Charitable Giving

While the primary goal is support a cause, there can be tax and financial benefits for the donor that should be considered. 

My Practice

I create strategies that are tailored to your needs and goals.

About Baird

Years of experience have prepared us to guide you through your life transitions.

Weekly Market Insights

 Regular interviews on national news outlets or  research delivered directly to advisors, Strategas cuts through the noise...

My Services

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Let's Connect

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