Reaching one's investment goals is different from one individual to another, whether those goals are personal, future retirement, or educational needs for your children. The Tillman Ogden Duncan Wealth Advisory Group of Baird approaches this as an individual process designed to meet your specific goals. Listed below is the process we use to help meet those needs.

Step 1. Conduct a personal client consultation to establish goals, risk tolerance, time horizon, realistic expectations and an understanding of the markets.

Step 2. Develop a long term investment strategy.

Step 3. Implement the strategy and monitor the performance.

Step 4. Conduct periodic meetings and communicate regularly.

• Portfolio Management (fee based)
  
• Financial Planning (complimentary, ongoing)
  
• Retirement Planning
  
• Trust and Estate Planning
  
• Annuities and Life Insurance
  
• College Savings Plans