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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 below shows many of the components needed to design and initiate a successful retirement strategy with BRM.


1

Data Gathering

We will collect information specific to your retirement case in order to properly evaluate your current financial position. This data could include qualified plan balances, pension estimates, projected social security receipts, and desired retirement date among other items.

2

Financial Analysis

Our financial advisors have worked for years building their knowledge of specific retirement plans and their intricacies. We will use that specialized expertise to analyze your retirement situation. This process can include financial modeling, risk analysis, tax planning, and evaluation of plan distribution options.

3

Plan Building

The most advanced financial models will do little good if they cannot be easily explained and transferred to a coherent plan. In this phase we will meet with you to discuss the strengths and weaknesses within your retirement case and offer concrete recommendations for the future.

4

Implementation

After a plan is agreed upon, we will provide you with a retirement initiation checklist to help guide you through the separation process. Retirement is a major life change that only happens once, but our specialists have assisted hundreds of clients as they work through qualified plan distributions, pension selections, and other company specific decisions.

5

Ongoing Monitoring

Retirement Management means working with our clients over the long-run. We will review your account performance on a consistent basis and communicate any recommended changes based on personal, economic, or tax-based circumstances.

Work Harder at Living More

It’s time you took a break from your career. And start a new one. You’ve worked – perhaps decades – to finally travel, volunteer, spend more time with family, buy a new home, or start some other new endeavor. You’ve earned Retirement. Let Baird Retirement Management help you maximize your personal goals and avoid the retirement pitfalls by leveraging off our experience working with thousands of retirees.

Discover the Retirement Process

Great Outcomes. Done Well.

It’s not just our motto. It’s our way of doing business. Our clients expect personalized service and successful growth of their financial assets. Our Advisors strive to prepare you for the lifestyle you dream of living. This means understanding what you want, how you plan to get you there, and why this all matters to you. We monitor client accounts and make allocation changes as necessary to ensure you are on the right path to meeting and exceeding your goals. And you get the benefit of low fees and a real human investment strategy. No one-size-fits-all automated investing.

Meet the Team

The Advantage of Understanding

Baird Retirement Management Advisors pursue advanced training and certification. And stay updated on the latest financial news, strategies and regulations. Since Baird Retirement Management is based in Houston, TX – our Advisors understand the specific needs of oil and gas clients. We work just down the street from the Energy Corridor.

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