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News & Insights


Welcome to News & Insights provided by The Sommersberger Group. As your financial partner, we are committed to providing you with the tools and resources you need to make the best decisions about your investments and financial wellbeing. We are consistently reviewing economic and market conditions and developments, as well as how those developments impact the Baird investment strategy. This is your resource to learn more about investment strategy, financial planning, retirement planning, and more.

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Our Estate Plan Review Service

Do you fully understand your current estate planning documents? Or does it seem complex and you are unsure if your wishes will be carried our properly? Consider utilizing our team's comprehensive estate plan review service to simplify and understand your estate plan.

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How to Prepare Your Estate Plan

Putting together a comprehensive estate plan is a complex task. There are many factors to think about, including your assets, liabilities, personal financial goals, and family structure. Take time to sort through each of these items with your financial advisor so that you maintain control of the plan.

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