Welcome, Haskell Wealth Management is a financial consultant office in Palm Desert, CA. We understand that individuals face unique challenges as they prepare for the years ahead of them as they enter retirement or other life milestones. Taking the mystery out of preparing for today and tomorrow is our goal at Haskell Wealth Management.
Whether you are investing for retirement, college savings or estate planning, our personalized service focuses on your needs, wants, financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
Whether you are investing for retirement, college savings or estate planning, our personalized service focuses on your needs, wants, financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
Services
Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and striving to avoid costly mistakes that can affect your future. As a financial professional, I am committed to helping people just like you create strategies for their retirement assets.
At Haskell Wealth Mangagement, our team strives to serve our clients to realize financial freedom and pursue their goals and passions with trust, knowledge and confidence. Jeffrey Haskell is the Registered Principal and Financial Advisor of Haskell Wealth Management. He has been helping clients since 1993.
Guided Wealth Portfolios is our digital investing solution that allows you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor. Whereas other, similar solutions, called "robo advisors, " often require a large investment amount before granting access to a dedicated financial advisor, our solution allows you to start with only $5,000.*
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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