Expertise in financial planning for defense retirees…anywhere in America
Over the past couple of years, the Metz Group has continuously adapted to new challenges to provide the most comprehensive financial planning strategies to our clients. Remote work has become common place in the defense industry and our clients are now living across the United States. The expansion of where our clients live has brought about improvements in how we provide financial planning, and we are excited to launch our Virtual Glidepath to Retirement program.
In order to adapt to the needs of our clients, our team has developed a streamlined process to conduct virtual financial planning meetings with prospects and clients across the United States. Our expertise in providing financial planning strategies to retirees from the defense industry is now available anywhere in the United States.
What can you expect from the Metz Group’s Virtual Glidepath to Retirement program?
1. Secure and Confidential
The confidentiality of your personal and financial information is of the utmost importance when conducting business virtually. Any private information will be kept secure by our encrypted method of receiving information online.
2. Consistent Communication
When working remotely, consistent and reliable communication is crucial. The Metz Group provides a minimum of quarterly investment reviews that are conducted virtually by videoconference. When working with our remote clients, we believe that being able to actually see your advisor while simultaneously reviewing data concerning your portfolio or updating your financial plan is an important part of successful retirement.
The Virtual Glidepath to Retirement program also requires the financial advisor to proactively suggest and implement financial planning strategies concerning federal and state taxes, pension plans, healthcare costs, education funding, charitable gifting, and estate planning. These strategies will be unique to each individual and coincide with the client’s investments and financial plan. Our goal is to anticipate the biggest risks to your retirement and implement a strategy to resolve it.
3. State specific tax and estate planning
Our team has worked hard to understand the important state-specific differences for taxation and estate planning. No matter where you work or choose to retire, there will be state specific planning opportunities that you will need to take advantage of. Each state has a different set of rules concerning probate, taxation, and healthcare affordability. All of these will be taken into consideration to ensure you enjoy the retirement you worked so hard to earn.
While Baird does not offer tax or legal advice, our Financial Advisors regularly work with client’s attorneys and tax professionals to help ensure that all phases of wealth management are addressed.
Our Digital Brochure
Our Digital Brochure is a blueprint of our business and can provide additional information regarding our team, experience, and process. Click the link to learn more about the Metz Group. Access our Digital Brochure here: Metz Group Brochure
Important Websites For Current & Former Lockheed Martin Employees
With more than 38 years of experience, Roger is an expert in holistic wealth management and financial planning for Lockheed Martin retirees. He started his career with Smith Barney in 1983 and joined Baird in August of 2010. Roger holds a Bachelor of Arts degree from the University of Alabama, the Certified Portfolio Manager (CPM®) designation, and the Certified Private Wealth Advisor (CPWA®), certification. Roger is responsible for the development and implementation of a comprehensive financial plan that serves as the foundation for a personalized retirement strategy.”
Sheldon joined Baird as a financial advisor in 2018. He earned his JD from the Texas Wesleyan University School of Law, MA from the University of Nebraska at Kearney, and graduated cum laude from the University of Arkansas in Fayetteville. As a partner with the Nicholson Metz Davis Group, Sheldon provides a unique perspective to wealth management by utilizing his understanding of law and finance. With experience in private wealth management, estate planning, and health care Sheldon allows the Nicholson Metz Davis Group to go beyond traditional investment management and truly provide holistic wealth management for Lockheed Martin retirees.