The Right Financial Advisor

Evan Guido

Robert W. Baird & Co.


Sarasota, FL


CONTACT INFO

Company:

Robert W. Baird & Co.

Phone:

941-906-2829

Fax:

941-366-6163

Toll Free:

941-906-2829

ADDRESS

Evan Guido
Two North Tamiami Trail Suite 1200
Sarasota, FL 34236

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Two North Tamiami Trail Sarasota, FL, 34236 Map

FINANCIAL ADVISOR PROFILE


Evan Guido



OTHER FINANCIAL ADVISOR INFO



Life Management • Net Worth Analysis • Income Needs Analysis • Automatic Required Minimum Distribution • Saving Goals • eBill Payments • Online Access • Cash Management o Setup Monthly Electronic Transfer o Direct Deposit o Platinum Mastercard? o 24/7 Fraud Protection o Baird pays Foreign Transaction Fees o ATM Access Through Mastercard® o Rebates for ATM Transaction Fees o Free Checks o Award Points Estate Planning • Review o Wills o Trusts o Powers of Attorney • Business Succession Plan • Proper Account Trusts • Referrals To Outside Professionals Philanthropy • Review o Donor Advised Fund o Charitable Remainder Trust o Family Foundation o Direct Donation • Referrals To Outside Professionals Taxes • Manage Turnover • Update Cost Basis • Tax Overlay Management • Internal/External Assets • Referrals To Outside Professional Risk Management • Review o Life Insurance o Long-Term Care Insurance o Disability & Business Overhead • Social Security Benefit Analysis • Referrals To Outside Professionals Liability Management • Review o Home Loan o Car Loan o Credit Card Loan o Business Loan o Long-Term Care Insurance o Disability • Debt Repayment Plans Asset Management • Comprehensive Financial Plan o Cash Flow Projection o Annual Monitoring of Plan • Alternatives o Hedge Funds o Managed Futures o Private Equity • Passive v. Active Manager Selection • External Retirement Plan Recommendations • Income Planning • Asset Allocation Plan • Rebalancing of Asset Allocation • ETF’s, Mutual Funds, and/or Separately Managed Accounts depending on client • College Planning 1529 Plans


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