Broker Check
Becca Moreland, CDFA®, CFP®
Baird Financial Advisor
https://www.morelandlogangroup.bairdwealth.com 303-270-6366

Services

What You Need is What We Do

Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisor, our most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources and planning expertise from which we can draw when designing customized solutions based on our knowledge of your specific needs in these areas.

<strong>Financial Planning</strong>

Financial Planning

  • Wealth Organization Mapping 
  • Income Strategies
  • Tax Strategies and Working with CPAs
  • Retirement Planning Needs analysis
  • Establish Desired Retirement Goals 
  • Social Secuirty Maximization
  • Employer Plan: Defined Benefit vs Defined Contribution 
  • Emergency Savings or Reserves  
  • Pensions and annuities evaluation
  • Education Planning 
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<strong>Estate Planning</strong>

Estate Planning

  • Wills, Trusts, Power Of Attorney Review, Medical Directives
  • Beneficiary Designations
  • Appropriate titling of assets
  • Legacy Planning
  • Special Needs and Situations
  • Wealth Transfer
  • Charitable Giving
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<strong>Investment Management</strong>

Investment Management


  • Market Education and Communication
  • Advanced Portfolio Management and Analysis
  • Determine Proper Asset Allocation and Risk Capacity
  • Comprehensive Advisory Solutions
  • Brokerage Services and Alternative Investments 
  • Educating Next Generation
  • Cash Management 
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Risk and Liability Management 

Risk and Liability Management 

  • Income protection strategies
  • Determine Appropriate Amount of Insurance
  • Life Insurance
  • Long-term care
  • Disability
  • Key Person Insurance, Buy/Sell Agreements
  • Exit Strategy For Business (If Applicable)
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Business Owners 

Business Owners 

  • Will For Business, Exist Strategy, Timeline to Sell
  • Key Person Insurance, Buy/Sell Agreements
  • Retirement Plans: 401K, 403B, Executive Bonus Plans
  • Non-qualified Deferred Compensation Plans, Section 162 
  • Emergency Reserves 
  • Retirement Execution For Business 
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For more information about our practice and the services we offer, send any member of our team a quick email or call our office (see our information below). We would welcome the opportunity to speak with you.

Becca Moreland

bmoreland@rwbaird.com

303-270-6366


Have a Question?