541-579-5689 todd.baird@lpl.com

Each financial goal is as unique as the person.

Let’s talk about your goals and dreams and how a plan can help you get there.  

Do the ups and downs in the market cause you to pause?

Knowing how your investments may react before the fluctuation is important. Contact me and let’s talk about your specific situation.  

Talking about finances can be uncomfortable. It shouldn’t be.

Let’s review where you are now, where you want to be, and what might be keeping you from moving forward. 

Blueprints are part of a good plan. What does your financial blueprint look like?

Let’s work together to put together a blueprint that helps build your financial future.

Planning is the Cornerstone 

Many clients were concerned that they needed “a lot” of money to approach a financial advisor. I believe you plan and then work toward your financial goals and dreams. Don’t let embarrassment at a financial misstep or concern of not having “enough” keep you at least discussing what next steps might help keep you moving forward. 

I enjoy watching a client as they reach milestones. The joy on their face as they begin to understand that a plan can make a difference and, if done right, does not have to feel overwhelming. My father was a truck driver and I started working part-time at age 15 in various agricultural related tasks.  My post college career was in retail management  before moving into financial services.  Every day I saw people struggle to live paycheck to paycheck, and I knew I wanted to help folks. 

I serve people from every walk of life, and almost every one of them has had a financial concern at some point. Let me help you put your cornerstone in place. Let me help you plan. All it takes is a phone call or an email, and we can get you on your way to your personalized, customized financial plan! 

Wealth is a Funny Word 

Everyone’s definition of wealth is different. Rarely do we feel as if we ever have enough. Enough wealth to send our kids to college. Enough wealth to buy that dream house, vacation home, car, or boat. Enough wealth to retire. Enough wealth to know we can live comfortably in retirement. 

Take a step back and look at what enough wealth means to you. What goals and dreams could you achieve if you simply put a plan in place to help you build your wealth? Let me help you look honestly at your goals and dreams and determine ways to help you get to your “enough.” 

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”

 

– Robert Kiyosaki –

Financial Planning

Together we will identify your most important goals and dreams and build and implement a financial plan to help you pursue them.

Estate PLANNING STRATEGIES

When you have an estate plan in place, your children or other loved ones won’t be burdened with making tough decisions.

Retirement

We will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available.

InvestMENT STRATEGIES

We can offer you access to a wide range of investment products and services aimed at meeting your financial objectives.

Insurance SERVICES

We can help you determine how much life insurance they need and what types or combinations of types of coverage.

Tax Planning

Tax planning strategies you choose to manage your accounts control long term and short-term tax liabilities.