Young Professionals
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-You invest great time and effort into building a professional career and financial foundation for yourself. With your hard work comes unique goals, which we are equipped to help you achieve with our planning expertise and commitment to what’s important to you. Keeping your busy schedule in mind, we are dedicated to helping you spend less time on your finances and more time on the more fulfilling things in life.
Resources for When You're Starting Your Career
You’ve earned your way to the beginning of your professional career and are probably both excited and overwhelmed by all the changes coming your way. Whether you’re focused on paying off student loans, starting a retirement account, creating a budget or anything else that comes with being new to the workforce, we have the expertise to make sure start off on the right foot.
A Young Adults Guide to Debt
Don’t underestimate the power of your debts. Here are 5 common types and how they can help or hinder your overall finances.
The Basic Elements of Estate Planning
It's not just for the ultra-wealthy. An estate plan can help you protect your assets, make things easier for your heirs, and minimize your taxes.
The Smart Way to Pay Off Student Loans
When it comes to paying off your student loan debt, you may have more options than you realize.
5 Employment Benefits You Might Be Overlooking
While an office ping-pong table would be nice, your more traditional employment perks might offer more than you realize.
Resources for When You're Starting Your Family
If you’re ready to take on this next phase of your life, we have you covered. With professional advice on everything from getting married to purchasing your first home, our goal is to help you start this new chapter with financial confidence.
7 Steps to Take When Tying the Knot
If a trip down the aisle is in yours or a loved one’s near future, consider reading our seven financial tips for newlyweds
When Should You Revisit Your Estate Plan
Buying a house? Moving to a new state? There are many good reasons to take another look at your will and estate plans.
What to Expect (Financially) When You're Expecting
You may have bought a crib, car seat, diapers... but have you revisited your financial plan?
The ABCs of HSAs
With a little planning, your HSA can do a lot more than fund short-term healthcare expenses.
Baird offers support for both your personal and professional journey, whether you're launching your career or starting a family - we're here to help you. Don't hesitate to connect with our office with any questions you may have.