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Retirement Planning

Planning for retirement is a signifiant step towards enjoying the next chaper of your life. With my investment and planning expertise, I can help you create a retirement plan that allows you to focus on what truly matters. 

Strategies for Retirement Planning

With expertise in both investment management and retirement planning, Baird’s Financial Advisors can map out what your dream retirement can look like by helping you:

  • Make realistic projections on your retirement income and expenses
  • Balance your retirement saving with the many other financial priorities in your life 
  • Make sure your investment portfolio is robust enough for your retirement needs while managing for risk
  • Maximize your Social Security and Medicare benefits 
  • Anticipate your healthcare and long-term care needs 
  • Identify your priorities in estate planning and establishing all the documentation needed to execute them

Resources for Retirement Planning

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.
The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

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