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Client Centered

The Shaughnessy Roed Group serves as independent consultants in Retirement Plans. We assist our clients with their fiduciary responsibilities along with great care and detail to the needs of the plan and participants.

Our team is also part of the Qualified Plan Consulting Group, an exclusive collaboration of Financial Advisor teams who have dedicated their business to retirement plan clients. This is a highly specialized field, requiring years of experience and depth of expertise. Only 3% of advisors at Baird qualify for this distinction and requires special knowledge of and dedication to the qualified plan field. 

Let's Talk Your Retirement Plan

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