Our Financial Planning Services

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This is the cornerstone of our approach with helping our clients.  Investing without solid goal formation or a financial plan to help you get there is like going on a road trip without a map and compass or a GPS.  You will get somewhere, but is it where you want to go?

Do you know how much you need to save in order to retire with dignity?  Are you concerned about outliving your nest egg?  Our sound advice can help you put a plan in place to retire comfortably and we can provide ongoing management of your investments.  We will ensure your custom-tailored portfolio is comprised of investments that are suited to your specific risk-tolerance and time horizon.

Do you want to assist your children or grandchildren with attending college?  We can help.  The earlier you start, the better.

We offer complimentary reviews of your current life insurance policies.  As part of the financial planning process, we can offer a life insurance needs analysis to identify if you are over insured or underinsured, or if your current protection suits your needs and goals.

Business and individual tax preparation services are offered through Business Financial Solutions, Inc., an affiliated Basile family-owned CPA company.

Do you have family inheritance giving or charitable giving goals?  We can help you with goal formation and implementation that may be tax-saving to your family or business.