Broker Check

Financial Planning

Our clients have needs that go beyond investment management. We work with Baird’s internal experts, as well as with our clients’ outside tax advisors and legal counsel to ensure that their financial picture is being evaluated holistically, coordinated properly, and implemented seamlessly. Financial planning services offered include:

  • Goal setting & budgeting
  • Cash flow analysis & planning
  • Net worth analysis and liability planning
  • Retirement planning with Monte Carlo analysis
  • Education planning
  • Social Security analysis & planning
  • Healthcare and Medicare planning with our retained consultant, Bernard Health

The Liles Group’s financial planning capabilities are further supported by a dedicated team of financial planning specialists. We regularly consult with our Advanced Planning Team for assistance with technical matters and for help creating tailored solutions for our clients’ most challenging problems.