FINANCIAL PLANNING When you know your investments, taxes, insurance, estate plan, retirement plan, and all areas of your financial life are being monitored and adjusted as needed, you can relax and spend your time pursuing your goals.
INVESTMENT ADVICE Keeping up with the complexities of the investment world takes time. Ensuring that each investment fulfills its correct function and is appropriate for your unique situation takes objectivity. We offer both.
TAXES The IRS estimates that more than 2 million people overpay their taxes each year, to the tune of over $1 billion. Minimizing your taxes can yield dollars you can use to achieve your goals and accelerate building wealth.
As financial professionals, our passion is helping people make smart decisions about their money. Lois created Basil Financial Group to provide comprehensive and unbiased financial planning for individuals and their families. We love what we do because we help our clients have happier relationships and more fulfilling lives.
When we start working together, we will talk about your needs and how you want to lead your life. Our goal is to create a comfortable, confidential environment where you feel free to discuss your financial and personal concerns. Based upon that information, we will help you create a financial plan that supports your vision. The plan will be comprehensive and include everything from tax preparation and planning to investment strategies, insurance and estate planning, and real estate analysis.
For all the work we do together, Basil Financial Group charges just one annual retainer fee. That means you can meet with or speak to us any time during the year if you have new questions or as your situation or goals change.