A Game Plan for Social Security
For most Americans Social Security plays a key role in the retirement income plan. But not everyone takes a strategic approach to "turning on" Social Security. We include Social Security planning as part of our Panorama Process of financial planning.
The Social Security chapter of Winning at Retirement has been lauded as one of the clearest guides to this complex subject. Click below to access the entire chapter.
Panorama
Process
What is important to you and your family?
Our approach is designed to organize and simplify your complex financial situation, freeing you to focus on what matters most.
Click below to learn more about our well-defined process, including our fee schedule.
Happiness is the goal... we have a plan for that.
Navigating the Maze of Medicare
As they approach age 65, most Americans need to choose a Medicare plan among a dizzying array of choices. Click below to view the Medicare Chapter of Winning at Retirement. You will find a detailed overview of the topic, including advice on making the right choice for your preferences and needs.
Baird and The Foley Hillsley Group partner with outside specialists who can give you personalized advice on the subject.
Investments
Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
Retirement
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come.
Estate
Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.
Insurance
Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.
Insurance Needs Assessment: When You're Newly Married
Four Steps to Valuing an Estate
