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Financial Planning

No matter where you are on life’s journey, there are things you want for yourself, your family, and the causes you care about. For more than 55 years, The Badgett Group has helped clients pursue their dreams in all kinds of markets through deep financial expertise and an unwavering commitment to their best interests. By assessing where you are now, and exploring where you want to go, we can help you develop investment strategies to plan for the financial future you want.

Getting Started 

  • First Job
  • Establish Credit
  • Pay Student Loans
  • Begin Saving
  • Marriage
  • Starter Home

Balancing Act 

  • Family
  • Education
  • Upgrade New
  • Home
  • Accelerate Saving
  • Insurance
  • Estate Planning

Build Financial Flexibility 

  • Reduce
  • Obligations
  • Payoff Mortgage
  • Change Insurance
  • Increase Savings
  • Reassess Estate Plan
  • Care for Parents

Rewards & Planning 

  • Saving to
  • Spending
  • Gauge Expenses
  • Generate Income
  • Health Care
  • Long-term Care
  • Wealth Transfer
Client Centered

A Baird Financial Plan can help you with:

  • Establish financial goals and objectives
  • Create financial statements: net worth and cash flow plan
  • Retirement income planning
  • Recommending an asset allocation appropriate to your goals, timeline, and tolerance for risk
  • Developing your investment strategy
  • Planning for a child’s or grandchild’s education
  • Life insurance planning

"A goal without a plan is just a wish" - Antoine de Saint-Exupéry