Frequently Asked Questions
What does the Lanagan Spicer Vliek Group Do?
The Lanagan Spicer Vliek Wealth Management Group at Baird provides personalized wealth management services, including investment management, retirement planning, estate planning coordination, and ongoing financial guidance. Our team helps clients make informed financial decisions aligned with their long‑term goals.
Who does your wealth management team typically work with?
We typically work with individuals, families, professionals, and business owners who value comprehensive financial planning, long‑term relationships, and personalized guidance. Many of our clients are preparing for retirement, managing family wealth, or navigating complex financial decisions.
Do you focus only on investments or comprehensive planning?
We take a comprehensive planning approach. While investment management is an important component, we believe financial decisions are most effective when they are aligned with broader goals, such as retirement readiness, family priorities, risk tolerance, and long‑term objectives.
Can you work with my CPA or estate planning attorney?
Yes. We frequently coordinate with clients’ existing CPAs, attorneys, and other professionals to help ensure financial, tax, and estate planning strategies are aligned.
What should someone look for when choosing a financial advisor?
When choosing a financial advisor, individuals often look for experience, a fiduciary mindset, clear communication, transparency around fees, and an approach that aligns with their goals and values. A strong advisory relationship is built on trust and long‑term collaboration.
What is the first step in working with your team?
The first step is typically an introductory conversation to understand your goals, priorities, and financial situation. This discussion helps determine whether our services are a good fit and what type of planning support may be appropriate.
Where is your team located, and do you work with clients outside your area?
Our team is based in Chicago, Illinois and Phoenix, Arizona. We work with clients locally and across the country, using secure technology and virtual meetings when appropriate.
Who is Baird?
Robert W. Baird & Co. is a privately held, employee‑owned financial services firm with a long history of serving individuals, families, and institutions. Baird offers wealth management, investment banking, capital markets, and other financial services.
How often should financial plans be reviewed?
Financial plans are typically reviewed on a regular basis and during significant life events such as retirement, career changes, or family transitions. Review frequency is customized based on each client’s needs.