Investment Options & Services
While developing a tailor-made financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Customizing appropriate strategies to suit your vision and objectives, we can help you execute a sound financial program utilizing several of the following investment options and services:
Cash Management Services
Checking Accounts, Money Market Funds, Certificates of Deposit*
Mutual Funds, Stocks, Real Estate Investment Trusts, Tax Advantaged Programs*
Fixed Income Investments
Corporate Bonds, Zero Coupon Bonds, Government Agency & Treasury Bonds, Convertible Bonds, Mortgaged-Backed Bonds, Unit Investment Trusts*
Income Replacement, Wealth Replacement, Long-Term Care Expense Protection, Universal or Term Life, Variable Annuities*
Traditional Asset Allocation, Fee Based Accounts, Third Party Managers, Institutional Accounts, Strategic or Tactical Asset Allocation*
*Through Kevin Baird's affiliation as a Registered Representative, these products and services are provided through United Planners
Financial Services, a limited partnership. MEMBER: FINRA/SIPC.