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Financial Planning

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.

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Retirement Plan Solutions

Retirement Plan Solutions

At The Housman Group we help business owners navigate the retirement benefits they offer to their employees.

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Trust & Estate 

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.

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Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.
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Five for Friday — February 6, 2026

Five for Friday — February 6, 2026

Ross looks at corporate profits, the swoon in Bitcoin, and Gold’s movements—and reminds us to run our own race.
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Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.
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