4 Sentry Parkway East,
Pat & Kristin enthusiastically support investors Wall Street long ignored. Kristin's annual Women’s Lifestyle Conference helps “do-it-all” women connect, refresh, and inspire one another.
A music festival and bone marrow drive, a conference for women, and leadership roles with organizations focused on children and education.
Winning at Retirement
Ranked by BookAuthority.com as one of the Best Retirement Planning Books of All Time, “Winning” talks about happiness after the traditional career years.
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.
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.
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.
Discover an array of services for all your financial needs.
Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
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.
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.
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.
Curated articles, videos, and more, for a financially savvier you.
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."