Independent & Comprehensive Financial Services
We work exclusively within the medical marketplace -- specifically doctors and surgeons. Our credibility, knowledge, and experience has allowed us to proudly assist over 2000 physicians in meeting all aspects of their financial needs -- specializing in Disability insurance.
We have earned and secured unmatched discounts from several leading insurance carriers. And have also been granted proprietary discounts through various local, state, and national medical associations that we work with. Some of these discounts save physicians between 25 and 50% from standard insurance premiums.
We take the time to get to know you and realize that your unique financial needs are just that—yours; just as your patients are all unique, so are our clients. By personalizing your plan we can insure that your premiums and investment dollars are allocated specifically to meet your particular goals, not anyone else’s.
Gary* never liked the idea of having a larger company, (be it a mutual fund company, a bank, an insurance carrier, or a stock brokerage firm, etc.) dictate to him what they felt was best for his clients. He simply believed he knew his clients’ needs and how to meet them better than anyone else; just as a physician knows her patients better than a hospital or pharmaceutical company would.
That being said, Baird Financial Group aims to serve with kindness, fairness, and compassion. Enforcing this philosophy has privileged us to serve over 2,000 physicians throughout the United States over the last twenty plus years; a responsibility that we take very seriously.