Looking for a Second Opinion on Your Financial Plans?

At Baird, Second Opinion meetings are meant to be a discovery process where we help you analyze your financial situation and identify any blind spots you may have. While that’s the general goal, no two experiences within the process are the same.

It may seem like everything you need to know about our Second Opinion Services is in the name – you'll get a second opinion from someone who isn’t your current financial advisor to get their perspective on your financial situation. While that’s certainly true, there are also other reasons a second opinion meeting may be beneficial.

Who Should Get a Second Opinion?

You may decide you want a second opinion on your financial situation after handling it solo for a while. Especially when it comes to retirement planning, there may be anxiety that can come with not being quite sure of your investments and how long they will last you. Advisors are there to help you fully understand the logistics of your plan and to help you make changes when necessary.

Unexpected events, such as the loss of a partner, are also a common reason why people seek a second opinion from us. Triggering events may warrant a fresh perspective so that you can make an informed decision around what steps you want to take next.

Why now? We’ve never seen so much money in motion or so many people wanting someone to “check under the hood” of their financial plans. There’s a lot of uncertainty in today’s world, and we want to help make sure the people we work with have peace of mind knowing they’re on the right path.

Potential Outcomes of a Second Opinion Financial Review

1. No Changes

We find they are in good shape and advise them to stay where they are.

2. Improvements Recommended - With Us or Others

We find they could improve their situation. If we are not a fit for their particular needs or personalities, we'd be happy to point them in the right direction to an advisor who can work with them more effectively.

3. Significant Improvements Recommended - Our Team/Baird Can Help

We find gaps in their current plan and feel we could provide a significant advantage in helping them reach their goals. We would then explore the idea of working together with them.

We know what you're thinking. Once you contact us, we're going to call you incessantly until you become a Baird client! But it couldn't be further from the truth. We want what's best for our clients, and if you decide not to become a client of ours after our Second Opinion service, you have our word that we will not put you on our mailing list or follow up with a sales call. Baird has a rule that's been publicized as a "no-a**hole" rule, so you have our promise we won't be one.