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


Summary: A Health savings account (HSA) is available if enrolled in a high deductible health care plan (HDHP); HSA’s are portable HSA contributions are income tax deductible and grow tax free if used for qualified medical expenses (some limited exceptions apply) There are penalties for nonqualified HSA withdrawals and for excess contributions If possible, investing an HSA as a retirement healthcare savings account is a best practice