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Fee-Only Wealth Management Designed to Reach Your Life Goals 

About

Fee Only

There are no backdoor commissions or hidden costs associated with our service. Clients will never be sold a product, and we never collect a commission. 

Independent

Unlike 90% of financial advisors, we aren't associated with any financial company or broker dealer, so we give our clients straightforward and unbiased advice.

Fiduciary 

Being a fiduciary for our clients means that we are both morally and legally obligated to put our clients' best interests first. 

Comprehensive Financial Planner

The vast majority of "financial advisors" are simply salesmen or money mangers. At Baskin Financial Planning, we take a holistic wealth management  approach to every aspect of your financial well- being. 

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As Seen In

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Erik Baskin
Founder, Financial Planner

In 2018, Erik began his professional career as a hospital administrator. Through working with people, he realized the enormous need for honest and straightforward financial guidance. In 2019, he began building Baskin Financial Planning from the ground up, turning what began as a personal passion in financial planning and investment management into his own business.  

 

When he's not busy managing his clients’ portfolios and financial plans, he keeps busy by spending time with his wife Shelley, playing golf, hunting, or reading a book on his favorite subject- personal finance.  

Education

B.S., Economics- United States Air Force Academy

MBA, Finance- University of Nebraska-Lincoln

FINRA Series 65 Licensed

Candidate for CFP® certification

Who We Serve

Military and Veterans

Being military owned and operated, we help Active Duty and Veterans navigate the very specific issues of military finance so that they can focus on the mission and their family.  

  • Should I separate, go into the reserves, or stay in for 20?  

  • Should I roll my TSP over? What funds should I be invested in? 

  • How do I know how much to withhold from my Base Pay in taxes?  

  • What do I need to do to financially prepare to deploy? 

  • What do I need to consider when I PCS? 

  • Should I buy a house with the VA loan? 

  • Should I buy or rent at my next duty station? 

  • Should I take the SBP?  

  • Should I have SGLI or do I need more insurance?  

  • What is the TRICARE benefit worth and which plan do I need? 

Working Professionals

Life gets complex for professionals with growing families and assets. We help them stay the course to financial freedom.  

  • Am I taking advantage of my employee benefits?  

  • How do I spend less and save more of my income?  

  • How do I weigh short-term goals such as a house down payment or a car against long-term goals?  

  • What do I do with my student loans?  

  • How do I plan for my child’s education? 

  • What insurance do I need?  

  • What retirement accounts should I be using and in what investments? 

  • Should I pay down my mortgage more aggressively? 

  • What do I do with my stock options? 

  • How do I make sure I am minimizing my tax bill? 

Retirees and Pre-Retirees

Those approaching or already in retirement have very specific needs. We help them determine the best way to create income, reduce taxes, and leave their legacy.  

  • How much do I need saved up to retire?  

  • How much can I withdraw from my accounts? What do I do when the market goes down?  

  • When do I withdraw social security? 

  • What will healthcare and long term care look like for me in retirement?  

  • How do I ensure my estate passes without going through probate and how do I minimize estate tax?  

  • Does a trust make sense?  

  • How do I pay the IRS on my terms and minimize my lifetime tax bill? 

  • Do I still need life and disability insurance? 

  • How do I give to charity in a tax efficient manner?  

 

Process

 

Service Calendar

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Technology

Baskin Financial Planning Software
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Pricing

 
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Contact

erik@baskinfp.com  |  (719) 203-1462

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