Planning Solutions

Retirement Planning and Retirement Management are Two Different Things


When working with a Baird Retirement Management financial advisor you’ll follow a process designed to make your transition into retirement seamless.

There are many decisions that need to be made at retirement, some of which are irrevocable. Consequently, we provide all of our pre-retiree’s with a retirement checklist specific to their company that lays out all the decisions that need to be made and the timing of those decisions.

While each of our advisors have their own differences in the ways they engage with clients, the graphic above shows many of the components needed to design and initiate a successful retirement strategy with BRM.

Learn more about the Investment Solutions we use for your Retirement Assets