Financial Plans - Basis Wealth

Plan Protection + Wealth Accumulation

At Basis Wealth, we do things a little differently; we don’t put you in the same financial plan as everyone else. We offer a combination of plan protection (insurance planning) and wealth accumulation (investment planning). We help you grow your wealth while protecting you against the unexpected.

The team at Basis Wealth is with you every step of the way through your financial journey

WHAT IS A BASIS WEALTH FINANCIAL PLAN?

First, we take the time to sit down for a discovery session to learn all about what matters to you and why it's important. If you are just starting out in your career, or already have a family, you will know what you want for yourself and your loved ones down the road.

Once we have a clear picture of your financial goals, we bring insights and experience into the plan along with the input from some of the best advisory teams in the field to bring you a plan that you will feel confident about.

Our Planning Philosophy

We believe that our lives and careers are more than just exercises in collecting assets. They are an opportunity to truly discover what is important to us as individuals. Once we identify that, we can start to live it, save for it, and protect it for future generations.

Our plans are about more than just yielding results – they are about respect for your needs. At Basis Wealth, you get both.