Advanced Planning

In my practice, I categorize wealth planning into four advanced planning categories: wealth enhancement, wealth protection, wealth transfer and charitable giving. As we get to know one another, I will guide you through each of these categories and discuss and implement the appropriate strategies to accomplish each objective.

Wealth Enhancement

Grow and preserve your wealth
Retirement planning
Retirement income distribution planning
Minimize taxes

Wealth Transfer

Estate planning
Taking care of your loved ones
Transfer your wealth effectively & efficiently
Minimize estate taxes

Wealth Protection

Insurance planning
Making sure your assets are appropriately protected

Charitable Giving

Fulfill and maximize your charitable intent

Advanced Planners

To help ensure I provide the most comprehensive advice possible for my clients, I partner with the specialists below when clients are in need of complex, specified advice. These Baird experts are here to assist with everything from estate planning to tax planning, and I’m happy to coordinate meetings with them to help design the most effective solutions we can for you.