The Duncan Group | Baird Private Wealth Managment

Financial and Estate Planning Services
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Financial goals rarely achieve themselves. They require comprehensive planning that starts with an understanding of where you are today, where you want to go and the changes and challenges you may face along the way. With access to deep and specialized expertise, the Duncan Group can help ensure you get there.

COMPREHENSIVE FINANCIAL PLANNING

The Duncan Group's financial planning services include reviews and recommendations designed to address your biggest financial
questions. We’ll look at your current plans and holdings, then work with you to identify your top financial goals. Together we’ll design an investment portfolio and overall financial strategy to best meet your needs. We’ll run hundreds of varying scenarios based on what we learn about you, enabling us to evaluate several potential outcomes. This helps us to identify the challenges you may face and allows us to plan for them.

KEY BENEFITS FOR YOU

A Team of Experts – The Duncan Group's financial and estate planning specialists are credentialed experts with years of experience helping us meet our clients’ diverse and unique needs.
A Partnership Approach – The Duncan Group works with attorneys, CPAs and your other professional advisors to ensure all of the advice you’re getting is working toward the same goal.
The Right Tools for the Job – We analyze your assets and goals using the latest technology and techniques to evaluate your total financial picture.

Expert Support

Baird’s financial and estate planners have more than 80 years of combined experience, and most possess advanced professional degrees or certifications in their areas of expertise.

A true financial partner

For over 100 years, Baird has provided personalized wealth management advice and comprehensive investment solutions for high-net-worth individuals, families, organizations and businesses. Contact the Duncan Group for a true partner committed to great outcomes in your financial life. Years of experience have prepared us to guide you through your life transitions.

Areas of Expertise

Net worth and cash flow summaries for goal-setting and budgeting purposes
Retirement income planning, including the role of Social Security and retirement plan distribution strategies
Tax-efficient planning for work and investment income.
Saving for a child’s higher education
Ensuring that survivors are provided for, protecting against a disability or funding the costs of long-term medical care
Estate taxes and their impact on wealth-transfer goals

Financial Planning