But if your accident is severe enough, you'll soon realize the truth in those words. Of course, we all want to believe that a severe accident or disabling illness will never happen to us. But the fact is that there is just no way to guarantee that it won't. With such insurance in force, the assets in your estate can continue to grow, rather than being whittled away by bill payments and living expenses. Investments Can Help Preserve Assets.
Investments can be a wise supplemental strategy for estate and asset preservation.
For most people, setting up an investment program requires professional assistance. An experienced financial professional knows that it takes careful planning to define your needs and goals, well before investments are made. Individual securities transactions, including debt and equity issues, are also available in cooperation with a full-service Baird Financial Advisor. Working with you, we can help design sound investment strategies tailored to fit your specific risk tolerance and retirement goals. Many annuities grow tax-deferred using fixed or variable investment options.