At G. R. Baird Financial, the plans and strategies we deliver to our clients are formed by our commitment to deeply understand the unique needs and situations of each individual, family, business or organization that we serve. Financial decisions that are made today invariably impact all of your tomorrows.
The team at G.R. Baird Financial works with you to ensure those decisions are made soundly and wisely, all with a view to creating a carefree and comfortable life down the road. Led by an executive team with over 150 years of combined experience, G.R. Baird Financial provides responsive, knowledgeable, trustworthy service and expertise.
The team at G.R. Baird Financial works with you to ensure those decisions are made soundly and wisely, all with a view to creating a carefree and comfortable life down the road. Led by an executive team with over 150 years of combined experience, G.R. Baird Financial provides responsive, knowledgeable, trustworthy service and expertise.
Services
Firm
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We strive to ensure that our clients achieve financial security, and we also want them to enjoy financial liberty - the freedom to live the life they desire - a life of abundance when it comes to health, happiness and comfortable wealth. As experts in the decumulation phase of one's life, we are well-versed in what is often a rather misunderstood realm of wealth management.
Solutions
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Whether you seek benefits for yourself or your employees, insurance for unexpected events, or guidance on investments or financial planning, we are here for you. With our multiple compensation models, you can be assured that we are always working with your best interests in mind - not those of a large corporation.
Baird Planning
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Planning can have a significant impact on the financial future for you and your loved ones. Financial planning, decumulation, estate planning, and business and succession planning are all factors to be considered when examining where you want to be when you retire. Let us help you with your planning efforts.
Baird Benefits
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The extensive knowledge and experience of Baird Benefits Plus has proven to be invaluable to employers when designing a total rewards program for their employees. Baird Benefits Plus will design a program that is competitive, flexible and most importantly, sustainable.
All group programs by Baird Benefits Plus receive a dedicated service manager - a virtual HR assistant that will manage enrolment, payroll services, cost plus and claim administration.Helping employees take control of their financial future has never been more important. Baird Benefits Plus helps employers fulfill this need with a variety of different programs that can benefit the employer and employee.
All group programs by Baird Benefits Plus receive a dedicated service manager - a virtual HR assistant that will manage enrolment, payroll services, cost plus and claim administration.Helping employees take control of their financial future has never been more important. Baird Benefits Plus helps employers fulfill this need with a variety of different programs that can benefit the employer and employee.
Baird Investments
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Not reserved for the wealthy alone, investing is a sound way to build wealth over time, thereby allowing the achievement of financial goals ranging from education to financial security in retirement. At G.R. Baird Financial, our goal is to put our clients on the path to financial freedom with intelligent investing based solely on their needs and goals.
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