About
Fee-Only
There are no backdoor commissions or hidden costs associated with my service. Clients will never be sold a product, and I never collect a commission.
Independent
Unlike 90% of financial advisors, I'm not associated with any financial company or broker dealer, so I give you straightforward and unbiased advice.
Flat Fee
I charge one transparent, flat fee for all financial planning and investment management. No AUM fees based on how much in assets you have.
Comprehensive Financial Planner
The vast majority of "financial advisors" are simply salesmen or money mangers. At Baskin Financial Planning, I take a holistic wealth management approach to every aspect of your financial well- being.
Erik Baskin
Founder, Financial Planner
In 2018, after graduating the U.S. Air Force Academy with an Economics degree, I began my professional career as a hospital administrator. As I was sitting in my apartment in Cheyenne, Wyoming I quickly realized that the military wasn't going to be a career for me. I was captain of a Division I hockey team in college, and I still had that competitive drive that I needed to harness into something. I knew that I wanted to start a business, I just didn't know what yet.
For the next 9 months, I binged business and entrepreneurship books and researched business ideas. One book in particular called the $100 Startup by Chris Guillebeau said that you should find something that people naturally come to you for, and something that you are passionate about. This was my lightbulb moment. For me, that thing has always been investing and personal finance. I was always interested in the stock market, and many times found myself in conversations giving people finance pointers.
From there on out, I was dead set on building a financial planning firm to help people align their money with their values. I began building Baskin Financial Planning in early 2019 while getting my MBA and passing the CFP exam, finally launching the business in 2021 all while serving on Active Duty.
When I'm not busy building financial plans, I keep busy by spending time with my wife Shelley and my two Greyhounds Rafa and Poppy, coaching hockey, working out, playing golf, hunting, going to country concerts, or reading a book on my favorite subject- personal finance.
Education
- B.S., Economics, U.S. Air Force Academy
- MBA, Finance, University of Nebraska
- FINRA Series 65 Licensed
- Candidate for CFP® certification
Services and Fees
Ongoing Comprehensive Financial Planning
-
For those that desire a dedicated, ongoing relationship with me as a 1:1 financial planner.
-
Price: Flat fee based on complexity deducted from account and/or paid by ACH
-
Low: $250/month
-
Medium: $625/month
-
High: $1,000/ month
-
Military Transition Plan
-
For military members that are 12 months or less from their transition. This is a plan covering 20+ planning areas to get you confident with every financial aspect of your transition.
-
Price: $3,000 ($1,500 up front, $1,500 upon plan completion or monthly payments over 6 months).
BLUF Finance Military Membership
-
This is a military financial planning membership with the resources and structure to help you learn about ways to make better financial decisions and monitor your financial situation throughout the year.
-
Price: Founder's launch for $19/mo. or $190/yr through Feb 28th
Process
Sample One Page Plan
Comprehensive Financial Planning Service Calendar
Elements® Financial Monitoring System
