Our Team Practice

Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisors, our most important job is to truly understand who you are and what you want your assets to accomplish for you in order to create a financial plan to help achieve these goals.

Baird provides access to a broad pool of research, resources and planning expertise from which we can draw when designing customized solutions based on my knowledge of your specific needs in these areas:

Financial and Estate Planning

Retirement and education planning
Tax Strategies
Wealth Transfer
Charitable giving

Investment Management

Portfolio management
Comprehensive advisory solutions
Brokerage services
Alternative investments
Cash management

Risk and Liability Management

Life and Long-Term Care Insurance
Annuities
Lending services

As your needs evolve over time, you can be sure this line of communication will remain open so we can ensure your comprehensive, personalized solutions remain on track for the long term.

With You Every Step of the Way

From day one, the Financial Advisors with The Matthews Snyder Group are advocates for you and your legacy. We believe in your success because we know how hard you’ve worked to get here, and we’re confident about everything you will accomplish in the future. That's why we take care of our clients as best as we can, and we promise to treat your money as carefully as our own. Through life’s ups and downs, we will always be here for you with everything you need to plan for you and your family today and tomorrow.