Middle aged couple walking a dog down a gravel path

Retirement Planning

Your Baird Financial Advisor can map out what your dream retirement can look like.

You work hard throughout your career so you can enjoy the next chapter in your life. We have the investment and planning expertise to help you plan for and live out the retirement you’ve imagined – leaving you free to focus on and enjoy more important things.

Your Baird Financial Advisor can help make your golden years your best years.

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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
  • Man hiking stops to look at view at the top of a mountain.
    I want to do a lot of traveling early in retirement, while I'm young enough to enjoy it – but I want to be mindful not to spend down my retirement funds too quickly
  • Family playing bocce ball.
    With the markets so unpredictable right now, I'm afraid that a sudden downturn could decimate my nest egg.
  • Older male, walking along winding forest path at sunrise.
    With healthcare being so expensive, I'm worried that an accident or medical diagnosis will wipe out my retirement funds.
  • Smiling group of middle-aged people gathered at table setting.
    I'm hoping to retire early and focus on a small business venture and I'm not sure how much I'll need to maintain my current lifestyle.

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