1035 Frederica Street, Suite 100, Owensboro, KY 42301

settlewealth@rwbaird.com

Wrapping Up 2025: Your Year-End Planning Checklist

Wrapping Up 2025: Your Year-End Planning Checklist

Contact

Office: (270) 297-3520

1925 Frederica Street

Suite 100

Owensboro, KY 42301

settlewealth@rwbaird.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.

Baird Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in a declining market. Please visit FINRA’s BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation of an offer to buy or sell any securities, products or services. This site is for residents of the United States. The information offered is provided to you for informational purposes only. Robert W. Baird & Co. Incorporated is not a legal or tax services provider and you are strongly encouraged to seek the advice of the appropriate professional advisors before taking any action. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.

Terms & Conditions l Retail Investor Information/Form CRS l Privacy Policy l Financial Information l Business Continuity