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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*

Equity Investments

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*

Insurance Services

Income Replacement, Wealth Replacement,  Long-Term Care Expense Protection, Universal or Term Life, Variable Annuities*

Investment Advisory

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.

 

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Kevin Baird is a Registered Representative offering securities and advisory services through United Planners Financial Services of America, a Limited Partnership. Member FINRA and SIPC. BAIRD Wealth Strategy Group and United Planners Financial Services are not affiliated.

This information is intended for use only by residents of CA, CO, NV, OR. Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than CA, CO, NV, OR.

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