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Retirement Plan Consulting

Retirement Plan Consulting

Delivering Value to Your Workplace

The Dempsey Fritz Haskell Group serves as dedicated independent consultants in Retirement Plans. In addition to helping you and your business with the needs of the plan, we also are there to asisst you with your Fiduciary responsibilites. The Dempsey Fritz Haskell Group is a part of a highly selective collaboration of Wealth Management Teams at Baird who make up the Qualified Plan Consulting Group. The QPCG is made up of teams who have dedicated part of their business to retirement plan clients and requires years of experience, knowledge and dedication to the qualified plan field. Only 3% of advisors at Baird qualify for this distinction.

Strategies for Retirement Planning

With expertise in both investment management and retirement planning, our team can map out what your dream retirement can look like by helping you:

  • Make realistic projections on your retirement income and expenses
  • Balance your retirement saving with the many other financial priorities in your life 
  • Make sure your investment portfolio is robust enough for your retirement needs while managing for risk
  • Maximize your Social Security and Medicare benefits 
  • Anticipate your healthcare and long-term care needs 
  • Identify your priorities in estate planning and establishing all the documentation needed to execute them
  • Vendor due diligence and vendor search-request for proposal

Resources for Retirement Planning

Image for Make the Most of Your HSA

Make the Most of Your HSA

Many investors overlook the full potential of an HSA. Learn three ways to put its tax advantages to work for retirement.

Image for Where Should You Retire?

Where Should You Retire?

Here’s what to consider when choosing where to retire, along with cities that may align best with your retirement needs.

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