Broker Check


Discover the Difference a Second Opinion Can Make

At Baird, our Second Opinion Service is the time-tested process used to determine where you are now with your finances, and where you would like to go. We start by analyzing your financial situation and identify any gaps that need to be filled. It never hurts to know more, and we want to help you make informed decisions.

Why Now?

We’ve never seen so much money in motion or so many people wanting someone to “check under the hood” of their financial plans. There’s a lot of uncertainty in today’s world, and we want to help make sure the people we work with have peace of mind knowing they’re on the right path.

Benefits of a Baird Second Opinion 

Check Your Plan 

Confirm that your current financial situation is in good shape. We create strategies that are tailored to your needs and goals.


New Opportunities 

Uncover opportunities to enhance your financial plans.


Reach Your Goals 

Partner together to bridge gaps in your current plans to help you better reach your financial goals.

Financial Planning Insights

The Benefits of Consolidating Accounts

The Benefits of Consolidating Accounts

Keeping your accounts in one place isn’t just convenient – there are many advantages to doing so.
Learn More
4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Learn More
Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learn More

Let's Get Started

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