Financial Planning & Consulting Services

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.

Full or Modular Financial Planning

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.

Consulting Services for Diverse Situations

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:

  • Business valuation
  • Retirement income plan
  • Financial plan evaluation
  • Pension consulting services
  • Insurance and estate issues
  • Referrals for balance sheet and financial options
  • Construct a personal website that aggregates and updates daily. All of your connected assets can be easily viewed with one log-on helping to keep you informed of your progress.

Based upon your selections, we will provide you with an estimate based upon our hourly rate and anticipated timeframe.

Schedule an Appointment

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.

Are You Making the Most of Your 401(k)?

In this ebook, we outline your 401(k) choices and explore critical mistakes to avoid. Download it today

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