Where Are You Headed?
Life can bring major transitions—job changes, early retirement, divorce, or the loss of a loved one. The right guidance is essential to keep your finances aligned so you can live the life you want. The Liston Group provides the experience and expertise to help you move forward with confidence. Relationship building is key within our practice, because the better we get to know you the more effectively we can plan with you. You can rely on consistent and regular communication with our team.
The Liston Group
Mark Liston founded the Liston Group 36 years ago. Our team has grown to 11 associates, including 3 financial advisors, 4 Certified Financial Planner™ professionals, and dedicated client specialists. Together, we bring 153 years of experience at Baird. Our multi‑generational team offers valuable perspective for you and your family at every stage of life. And we’re here for the long run.
Financial Review
Our first priority is to learn about you and your financial journey. During our initial check‑in, we’ll ask key questions about your goals, priorities, and current financial picture. This helps us understand what matters most to you and how we can guide you.
Make Recommendations
After our conversation, we will provide you with a recommendation within 24 hours and follow up with a more in‑depth plan where needed.
Implement and Follow Up
We will utilize the expertise of our Financial Advisors and our CERTIFIED FINANCIAL PLANNER® professionals to implement your plan. You can count on regular contact and follow up for years to come.
