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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.