Jason Baird
State(s) Licensed: DE, IL, KY, MD, NC, NJ, OH, PA, SC, VA, WV
1832 West Plaza Drive
Winchester, VA 22601
State(s) Licensed: DE, IL, KY, MD, NC, NJ, OH, PA, SC, VA, WV
You’ve saved well. Now make sure it lasts.
Financial Advisor for Retirement Savings and Retirement Income
Retirement planning often feels complicated, between taxes, timing, and distribution rules, it’s easy to wonder if every detail is covered. You’ve built solid retirement savings (401k, IRA, TSP, etc.), but you don’t know if it’ll last long enough for you. As your financial advisor I’ll walk through every step, explain everything in plain English, and give you time to think before deciding anything so you can leave confident that you’ve planned for success.
Who We Help
Young to Mid-Career Professionals
Individuals in their 30s and 40s looking for a clear strategy that goes beyond the basics.
Employees Preparing for Retirement
Employees between 50-70 years old, still working or within 10years of retirement that need to turn savings into a reliable paycheck in retirement that you wont outlive.
Retired and Asking: “Now What?”
Retirees wondering if your current income setup will survive taxes, healthcare, inflation, etc., and where it will all go.
What We Do
- Retirement Planning: When can I retire? How much do I need? Will it last?
- Saving for College: Can I afford college without loans?
- Long-term Care Planning: How much does a nursing home costs? Will my kids have to pay for it?
- Investments: How do I make my money work for me?
- Insurance Services: How do I protect my income if something happens to me?
- Charitable Giving: How can I positively contribute to my community?
- Legacy Planning: Where will it all go when I'm gone?
- Generational Wealth Strategies: How do I secure the future for my children and grandchildren?
What You Can Expect
A simple, transparent process
1) Get to know you: As your financial advisor, I will review your situation, priorities, and identify your goals, aspirations and anxieties.
2) Discovery Meeting: You are more than your numbers, but retirement planning is a numbers game. We’ll help you understand what those numbers mean and how your hard work is paying off for you.
3) Your plan: You see the steps, the timeline, and what specifically needs to be implemented to accomplish your retirement goals.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Winchester Office
- Phone:
- 540-450-1515
- Fax:
- 540-450-1517
- Toll Free:
- 800-526-3690