Financial Planning and Investment Management for Military, Veterans, & Business Owners

Baskin Financial Planning was created to help military, veterans, and business owners achieve financial freedom.

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Helping you find confidence in your financial future

Read about a few situations where financial planning made a big impact in client's lives:

Christina

A Captain transitioning out the military, unsure about what she needs to be doing from a financial perspective

Samantha & Chris

Young military couple (pilot & business owner) preparing to buy a house, start a family, and get started with investing

Jon & Erica

Approaching retirement, 7-figure investment portfolio, receiving minimal service & guidance with current advisor

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What financial planning feels like

It's hard to know working with a financial planner looks like beforehand, but there are common feelings we see as a result of planning

Confidence & Clarity

It's hard to be confident if you don't know where you are financially. We help you get an understanding of where you're at, then help you make a plan to get where you want to be

Reduced Anxiety

Having a financial planner is like having a partner in your corner at all times. Questions that come up, situations that need addressed - we're here through it all

More Time (to do what you love)

To make proper financial decisions, there's a lot to learn. Working with a financial planner cuts down the learning curve and helps you feel more confident in your decisions

Get a free financial assessment

Take 5 minutes to fill out a form for your free financial assessment, which is a 3-4 minutes screen recording on exactly how you are doing and where to improve.

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The Ultimate Financial Checklist for Military Members & Veterans

In this value packed checklist, you'll get 7 pages of critical things to be thinking about to clarify your journey to financial freedom - get immediate access:

Why Baskin Financial Planning?
erik with client

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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're not associated with any financial company or broker dealer, so we give you straightforward and unbiased advice.

Comprehensive

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

Tech-Forward

While financial professionals call themselves "fiduciaries," most don't do so in their business model. A fee-only approach ensures the highest standard of working in your best interest.

Let's Work Together If:

You want to be more intentional with your money

You value both financial planning and investments

You want an advisor who will be around for a long time

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Start planning for financial freedom today.

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