Services
- Financial planning is the foundation of every client partnership. It’s an ongoing discipline that considers all aspects of a client’s financial life including but not limited to liquidity management, retirement planning, education planning, social security optimization, charitable gifting and healthcare/Medicare planning.
- Guided by an Investment Policy Statement, the Floyd McMillan Scott Group offers best-in-class investment solutions including discretionary & non-discretionary asset management. Supported by Baird’s global capital markets expertise and award-winning research capabilities, we pursue clients’ investment objectives utilizing a robust menu of thoroughly vetted independent portfolio managers and investment strategists using separately managed accounts, mutual funds, exchange-traded products, and alternative investments.
- Preserving our clients’ wealth begins with recognizing how much taxes can negatively impact their financial plan. Whether it’s retirement income, a closely held business transaction, or the best way to pass on their wealth to their heirs and favorite charities, understanding and efficiently managing associated tax consequences is an important part of our process.
- Estate planning is far more than drawing up a will and filing documents with an attorney. It’s the governing document ensuring that the legacy you’ve worked so hard to build benefits the people and causes most meaningful to you. A thoughtful estate plan allows you to pass on your assets according to your wishes, maximizing the financial benefit to your heirs while avoiding the cumbersome probate process.
- A deep understanding of a family’s core values and stories about how their generational wealth came to be is vital to preparing rising generations for the unique opportunities and challenges that await them. We help plan family meetings where roles and responsibilities are established within the family, as well as coordinating with other professional advisors such as accountants, attorneys, bankers and risk managers.
- We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
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