Once we've analyzed your situation and we've designed a plan to meet your goals, we'll make use of many different types of investments. Click on the investments below to learn more about them. Many of these pages also include additional education material.

• CDs
  
• IRAs
  
• Money Markets
  
• Mutual Funds
  
• Stocks
  
• Bonds
  

If you'd like more information on a particular topic, or on an investment not listed here, please click here to e-mail us: Contact Us

Should it make sense to have individual stocks as part of your investment portfolio, we may make use of Professional Money Managers. Baird’s Investment Consulting Services Department does extensive research looking for those managers we feel confident in recommending to our clients. These accounts typically need a minimum of $200,000 to open.

Personalized investing advice—that's what you can expect from The Bailey Group. We will work with you to build a private wealth management plan to help meet your goals.

This planning process begins with us understanding your personal situation - your goals, your investment history, your tax situation and more. Prior to us meeting, we ask that you print up and fill out as completely as possible our Financial Planning Questionnaire. Once completed, please send or fax (see above for our address and fax number) and we will call you to set up an appointment. Click on the link below to pull up the questionnaire:

Financial Needs Assessment

• Retirement Planning
  
• Trust & Estate Planning
  
• Financial Planning as a Life Long Process
  
• Education Planning
  
• 529 Plans for College Savings
  
• Business Services
  
• Services for Executives