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“Retirement is a blank sheet of paper. It is a chance to redesign your life into something new and different.”

A Game Plan for Social Security

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.

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Panorama <br/>Process

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.

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Navigating the Maze of Medicare

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.

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 Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

Investments

Investments

Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

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Retirement

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.

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Estate

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.

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Insurance

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.

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Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.
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Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Have a question? We're ready to help.

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