Kevin G. Baird, CFP® AIF® AACEP®

President and Founder

Welcome!  

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. This site is designed to help you gain a better understanding of the financial concepts behind estate & tax planning, wealth preservation, investment risk management, retirement and insurance planning. You will also find a wealth of information in the form of newsletter articles, research reports, e-seminars, and calculators. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

Independence & Objectivity is our Professional Mission

As a registered representative with an independent brokerage firm, United Planners Financial Services, we feel we are especially suited to helping you get what you need from your money. Our brokerage firm does not own any mutual funds, banks or insurance companies. As a result, we do not have many of the inherent conflicts of interest that exist at proprietary brokerage firms. Therefore, we are free to utilize a wide array of financial tools and strategies to best meet your individual needs.

Baird Wealth Strategy Group is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. Our goal is to discover and understand your unique financial situation and provide a tailor-made strategy utilizing the highest quality information, services, and products available. This personalized service is the road-map that can help you progress towards a more secure financial future.

We have over twenty years of experience helping pre and post-retirees plan for and maintain a retirement lifestyle of their choice. We do this by helping you develop and implement retirement and estate plans utilizing advanced investment & insurance related tax planning techniques to help you minimize income and estate taxes. In addition, by utilizing conservative asset allocation models* and sophisticated strategies, we can help you focus on capital preservation, risk management and multi-generational wealth management*.

Baird Wealth Strategy Group is dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals and having you participate in the management of your own finances.

I encourage you to contact us with questions about my process, experience or the range of financial products and services I can provide. We’re looking forward to using our expertise to help you pursue your financial goals.

Kevin G. Baird,  CFP®  AIF®  AACEP®

President

CA Insurance License #0761008

*Kevin Baird is a registered representative offering securities and advisory services through United Planners 
Financial Services, a limited partnership. MEMBER: FINRA/SIPC.Baird Wealth Strategy Group and United Planners are not 
affiliated.