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

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