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Estate

Why Everyone Needs an Estate Strategy

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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.

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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.

Contact

BAIRD Wealth Strategy Group

Office: (805) 898-3684

Fax: (805) 898-3693

222 East Carrillo Street

Suite 304

Santa Barbara, CA 93101

FINRA series, 7, 24, 63

kevin@baird-wsg.com

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