Understanding Today’s Financial Environment

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. We look forward to working with you through all stages of your life, please call 760.770.4300.

Our Mission

The mission of Haskell Wealth Management is to serve our clients so they are able to realize financial freedom and pursue their goals and passions with trust, knowledge and confidence.

How We Can Help You

Services

 

 

Private Client Group

 

Corporate Services

 

Everyone has a risk number. What’s yours?

Meet our team

Blogs

Navigating Policy Shifts: An Investor’s Perspective

Jim Worden |
Categories
Weekly Market Commentary
The last four trading sessions have underscored that volatility is back. It always is when accompanied by lots of uncertainty. But this uncertainty hasn’t been about whether the Fed will cut rates or whether earnings will beat estimates. I’ve spoken with two well-known economists in the last two weeks, one of which is a former economist at the Federal Reserve and the other a global strategist for a large bank. Both were concerned about policy...

Ten Items Often Overlooked in Your Life Insurance Policy

Raymond Bell |
Categories
Weekly Market Commentary
Life insurance policies are incredibly detailed, and even a good policy might not cover everything you need to know. Here are ten important aspects every life insurance consumer should be aware of: 1. The Free Look Period Every state requires life insurance policies to include a free look period, allowing the policyholder time to review the contract and ensure it meets their needs. During this period, the policy can be canceled for a full refund...