A strong financial plan is a blueprint for your future
We offer personalized financial planning and consulting services to address your particular concerns. When you confide, we listen. We then construct a financial plan with your specifics in mind.
Whether you have just begun planning, need a complete overhaul or simply a few adjustments, Bāzis Private Wealth offers a full spectrum of financial planning services to choose from. You can select a full service or from separate services in a modular approach. Our team will work with you on a comprehensive plan that is organized, prioritized, and tax managed to match the long-term performance and risk expectations of your investment advance.
We can set up a one-time consultation or a series of meetings to address your specific financial concerns. A financial consultation can benefit you in many areas, including:
Based upon your selections, we will provide you with an estimate based upon our hourly rate and anticipated timeframe.
Whether you have a specific concern or wish to receive a full financial plan tailored to you, let’s talk. Contact Bāzis Private Wealth, today to schedule an appointment.
In this ebook, we outline your 401(k) choices and explore critical mistakes to avoid. Download it today