Services - Tier II
Services provided for the Next $1mm .75%
● Online Access via Baird Online and Baird's Mobile App
● Financial Aggregation Through 360 Wealth
● Monthly Educational Videos - Around The Block
● Cash Management and ACH Services
● Trusted Contact Safeguard
● Collaboration with Accountants
● Holistic Family Financial Consultants
● Comprehensive Annual Review and Phone Insights
● Risk Tolerance Analysis
● Investment Construction & Monitoring
● Inclusion of Individual Stock Portfolio
● Alternative Investment Strategies
● Individual Laddered Bond Portfolios
● Portfolio Rebalancing
● Comprehensive Review of External Assets and Liabilities
● Expert Guidance By CFP® and CPWA® Professionals
● Comprehensive Financial Plan
● Retirement Needs Analysis
● Pension Analysis
● Education Planning for Descendants
● Social Security Analysis
● Annual Tax Review
● Estate Planning Guidance
● Collaboration with Estate Attorneys
● Tax Efficient Gifting Strategies
● Charitable Giving Advice
● Generational Wealth Planning
● Insurance Needs Analysis
● Long Term Care Solutions
● Medicare Coverage Evaluation