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Our Services

How we can help

How we can help

We help address common concerns and questions associated with each life stage. This can include:

  • Building a Financial Foundation
  • Managing Wealth
  • Pre-Retirement
  • Retirement
  • Establishing Your Legacy

Regardless of where you are in your life’s journey or what you envision for your future, we have the investment and planning expertise, tools and resources to guide you through the simplest or most complex decisions.

We offer the following areas of expertise as a part of our Wealth Management experience.

Financial
Planning

  • The Masterplan 
  • Retirement Income Planning
  • Estate & Legacy Planning
  • Risk Management 
  • Company Retirement Plan / 401(k) Rollover Options Review
  • Philanthropic Impact Planning

Investment Management

  • IRA & Investment Account Management
  • Trust Management & Distribution
  • Review of 401(k) & Other Company-Sponsored Retirement Plans
  • Cash Management Services
     

Service Engagement

  • In-Person Review Meetings 
  • Conference/Video Call Review Meetings
  • Ongoing Advocacy Through Major Life Events
  • Access to CERTIFIED FINANCIAL PLANNER™ Professionals

Additional
Services

  • E-Delivery Capabilities Baird Mobile App
  • Notary and Medallion Signature Guarantee
  • Automated Clearing House (ACH)
  • Online Access with Baird 360 Wealth

The TCH Group Team Events

  • Various Client Appreciation Events

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