Financial Planning & Consulting Services

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:

• 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.

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.