Broker Check

Services

What You Need is What I 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 I can draw when designing customized solutions based on my knowledge of your specific needs in these areas.

Investment Management

 Portfolio management
Comprehensive advisory solutions
Brokerage services
Alternative investments
Cash management

Financial and Estate Planning

 Retirement and education planning
Tax planning
Wealth transfer
Charitable giving

Risk and Liability Management

 Income protection strategies
UITs
Lending services

For more information about my practice and the services I offer, send me a quick email or call the office. I would welcome the opportunity to speak with you.

jbors@rwbaird.com |  414-298-1724