Financial Planning
We work with you and your family to put together a comprehensive plan in line with your goals. This plan helps you understand where you are today, where you want to go and the changes and challenges you may face on the way.
Retirement Plan Solutions
At The Housman Group we help business owners navigate the retirement benefits they offer to their employees.
Trust & Estate
Our team works in collaboration with the Baird Trust team to assist you in building your legacy. Baird Trust has been helping clients transfer wealth to the next generation and fund charitable efforts for nearly 40 years.
Managing Family Dynamics in Business Succession
Preserve both your business and your family bonds with a thoughtful succession strategy.
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The Big Raise from Social Security
In 2023, retirees will see the largest jump in their cost-of-living increases in more than 40 years.
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Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
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