The Stscherban Everett Garwood Group mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. Our primary goal is preservation of capital with future purchasing power, all while minimizing taxation. Our Group seeks opportunity for growth within a margin of safety. We work hard to educate our clients about the financial markets and our decision-making process. Our team offers unique experience, expertise and skills to address all aspects of our client's financial life. Our team focuses on being both proactive -we are very deliberate in updating our clients on their plans-and responsive to clients' needs and requests.
Our greatest satisfaction comes from seeing the differences that we can make for a family. We understand the challenges families face today. Families come to us after many years of working hard in their career or building their business and are unsure if they can successfully retire. We can guide someone through the retirement process so they can successfully retire and transition into what they love to do, or whatever their goal is. We enjoy working with multigenerational families, ensuring that they have family meetings, education, and proper plans in place for the next generation. Using a consultative approach, we deliver investment solutions and education tailored to each client's unique circumstances. Our job is to make you fully comfortable with your plan and to understand not just what you are investing in but how it fits into your overall strategy.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our planning expertise makes us well-suited to serve many different types of clients, including executives and business owners. Our commitment is to utilize all of our resources to help you pursue your goals. Among the many resources we can draw on at Baird is the Business Owner Solutions group, which provides guidance on everything from payroll to valuation to transition plans.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
