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8801 River Crossing Boulevard, Suite 120, Indianapolis, IN 46240

317-582-2220
creplogle@rwbaird.com
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What We Do for You

We help you make confident, intentional financial decisions through clear, integrated advice across every area of your life. Acting as your personal CFO, we coordinate investments, taxes, cash flow, and long‑term planning so each decision supports the bigger picture.

  How can I build a financial plan that gives me confidence and peace of mind?
How do I make sure my plan keeps my goals on track over time?

  • We help you create a personalized financial roadmap that connects your financial decisions to your life goals, with flexibility built in for changes along the way.
  • Every recommendation is made in context, so decisions feel coordinated rather than overwhelming. We align planning across investments, taxes, cash flow, estate planning, and more, always grounded in what matters most to you.

How can I reduce my tax burden today and set myself up for tax efficiency in the future? How can I complete thoughtful tax planning?

  • Thoughtful tax planning starts with understanding your full financial picture. We review tax returns and model scenarios to see how today’s decisions affect both current and future taxes, integrating everything into your broader plan with support from tax strategists and advanced planning tools.
  • From there, we help you focus on what matters most by evaluating planning opportunities, potential law changes, and life transitions, helping you make informed decisions with a long‑term lens.

How do I create a retirement plan that helps me enjoy life without worrying about running out of money?

  • Retirement planning is about more than saving. We help turn long‑term goals into clear, actionable steps so progress feels manageable and intentional. Along the way, we identify key risks, plan for them, and adjust as life and markets evolve.
  • We help you make sense of how different income sources work together in retirement and how to draw from them efficiently and sustainably.

Boutique Experience. Institutional Resources.

We combine a boutique client experience with Baird’s institutional resources, including award‑winning research1, asset management, and specialized planning expertise. As a privately held, employee‑owned firm, everything is aligned around putting your interests first.

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How do I know whether my investments are truly working toward my goals?

  • We design strategies around who you are and what you’re trying to accomplish, considering your comfort with risk, tax considerations, time horizon, and full financial picture.
  • Our investment philosophy emphasizes endurance over short‑term predictions, discipline over reaction, and diversified portfolios built to compound over time. We help remove emotion from decisions so your plan stays grounded in long‑term goals, not headlines or market noise.

How can I maximize my legacy while protecting my kids and heirs?

  • We help individuals and families plan for and implement strategic wealth transfer strategies focused on efficiency, simplicity, and maximizing what’s passed to the next generation.
  • From modeling scenarios to coordinating with attorneys, we help set the next generation up to preserve, grow, and carry forward the family’s legacy. While estate tax won't affect everyone, creating clarity and peace of mind for loved ones matters to all families.

How can I protect my family and finances from life's unexpected events?

  • We help identify risks that could derail your plan and work together to put strategies in place to help reduce their potential financial impact.
  • Our guidance spans insurance and risk‑management tools designed to protect your assets, income, and well‑being. With support from in‑house specialists and outside partners, we help ensure coverage stays aligned as your life evolves.

How we work together to turn your vision into reality

It’s our job to ensure that no matter what the future has in store, you can pursue what matters most to you with confidence. And we’re not doing it alone; we have access to a full range of in-house wealth management experts who are just as committed to your success as you are.

Have questions about your financial plan or want a thoughtful second opinion?<br/>

Have questions about your financial plan or want a thoughtful second opinion?

You can schedule a quick conversation below, or contact Conor Quick, CFP® by phone or text at 317‑582‑2210, or by email at cquick@rwbaird.com.