Broker Check
Medicare: Getting the Most From Your Benefits

Kim Schultz


Financial Advisor

Helping Clients Navigate Life's Events

Plan Wisely, Live Fully

Our Commitment to You During the COVID-19 Pandemic

Most Frequently Asked Question

"Why choose you?" 

   The answer is simple. Not everyone should.

   There are many talented advisors.

   But, for me, it's so much more. The net is wide.

   CFQ (Chief Financial Quarterback). I'm all in.

   My client relationships are built on:    

       * Likeability

       * Trust

These are non-negotiables. We need to like and trust one another. It's that simple, really.   

Really? Tell Me More

Guiding Financial Principles 

Simple, but not easy. We can help.

1.  Savings Accumulation

- Creation

- Growth                                                

2.  Asset Protection

- Security

- Preservation

3.  Tax-Efficient Distributions

- During Life

- Upon Estate Dissolution

Built on Our 13 Wealth Management Issues

Amazing Things Happen When the Right People Team Up

Maybe It's a Good Fit? Let's Find Out!

About Me

The 13 Issues

Not to be tackled all at once. We'll prioritize. Bite-sized, manageable pieces.

Baird has identified 13 Issues to be the most important to our clients. Life happens.

Your peace of mind is my goal. Let's talk.

Learn More: The 13 Issues

Life is Full of Transitions

Let My Experience Help You


A significant milestone in your life, including financially.

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Are you financially secure? Pursue your dreams with peace of mind.

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Challenging, in most cases. I'm with you pre- and post- settlement.

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Loss of Spouse

Assistance with the immediate financial concerns and estate dissolution.

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Sudden Wealth - Inheritance

We create strategies that are tailored to your needs and goals.

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Business Owners

Years of experience have prepared us to guide you through your life transitions.

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Aging Parents

An often stressful undertaking. We have resources and experts ready to help

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Career Change or New Job

Assistance in evaluating all aspects to your financial life and strategy

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A Unique Culture

Everything we are, do and hope to achieve at Baird is driven by a straightforward mission:

"To provide the best financial advice and service to our clients and be the best place to work for our associates."

We strive to create great outcomes in your financial life by keeping your interests first – always. It also means remaining committed to honesty, integrity, transparency and teamwork – ideals our firm was founded on 100 years ago. And they continue to make Baird a great firm to work with today.

My Approach

Approachable Expertise

Today’s economic landscape is complex. 

It’s never been more challenging to navigate the different factors affecting your financial future and mapping a path to long term financial stability.

As a Baird client, I will be your dedicated Financial Advisor, but you'll also benefit from the strength and experience of an entire team of financial and investment experts. The bench is full, talented and always willing to help.

Explore Resources

My Promise

To live each day with honesty, kindness, love and empathy.

My Values

Quality, perspective, honesty and integrity: my core values are at the center of everything I do.

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My Experience

My education and industry experience have prepared me to guide you.

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My Process

I create thoughtful financial strategies that are uniquely tailored to your needs and goals.

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Have a Question?

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Kim Schultz, Wealth Advisor