Broker Check

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.

Learn more
Retirement Plan Solutions

Retirement Plan Solutions

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

Learn more
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.

Learn more
Bull & Baird: The Wisdom of Golf

Bull & Baird: The Wisdom of Golf

Market Strategist Michael Antonelli shares tips that could improve your golf and investment experiences.
Learn More
Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
Learn More
Small Change

Small Change

Investing isn’t only for the wealthy. Here’s how you can turn a weekly muffin and latte into a proper nest egg.
Learn More

Let's talk about what's next for you

Thank you!
Oops!