The Koch & Bowker Group

Personalized investing advice—that's what you can expect. Backed by Baird's dedicated teams of financial planning experts, we will work with you to build a wealth management plan to help meet your goals.  Through periodic reviews together, we can successfully manage your wealth, with today and tomorrow's goals in mind.

If you would like to discuss how we can help you meet your goals, it will help if you view and print my Financial Needs Assessment.  Please fill it out and fax it to us, and we can go over it and be prepared to talk about your future.

 

Financial Planning & Wealth Management

• Portfolio Design and Monitoring

Education Planning

• 529 plans
• Education IRAs / Coverdell education savings accounts
• Custodial accounts

Retirement Planning

• Lump-sum distributions
• Rollovers and transfers
• Systematic withdrawals (retirement income planning)
• Retirement Planning Tools
• Qualified and nonqualified plan consulting
• Design and implementation Estate Planning & Trust Services

Business Services

• Retirement plans
• Cash management
• Investment banking
• Private equity placements
• Stock option plans

Executive Services

• Rule 144 sales
• Cashless stock option exercises
• Collars and loans on stock

Insurance Planning

• Term or Variable Universal Life Insurance Coverage
• Life Insurance Retirement Plans (L.I.R.P.)
• Life Insurance Strategies for Estate Planning