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Short Educational Videos:

Hosted by Lori & Roger Gervais

Cyber Crime

You don’t have to feel helpless against the threat of hackers. While Baird takes great care in protecting your information, I will provide you with 5 steps you can take to help limit your risk and keep your financial accounts safe.

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3 Common Pitfalls

While difficult, reflecting on family relationships and resolving issues like entitlement, enabling, and misplaced trust before they arise, can protect your family’s wealth for generations to come.

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4 Financial Areas

Investment, insurance, debt, and taxes: these four topics may seem dissimilar, but when handled well, they help keep your financial situation on track, no matter what stage of life you’re in.

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