Financial Planning and Investment Management to Help Veterans Build Purpose Past the 9-5

Baskin Financial Planning was created to help veterans and business owners build purpose and freedom past their military career.

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AS SEEN IN

Firm Stats

Client Households

$21M

Assets Under Management

Average Client Age

$1.6M

Average Net Worth

$260,000

Average Income

65%

Military or Veterans

48%

Business Owners

25%

USAFA Graduates

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 and Ben

Dual Major Air Force Officers looking to make the most of their pay and benefits to set them up for the future

Samantha & Chris

Veteran Business Owner with one spouse having a W-2 job, trying to optimize business & personal finances.

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What financial planning feels like

It's hard to know what working with a financial planner looks like beforehand, but there are common outcomes 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 thinking 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

Talk with Erik to decide on your best next step

Hop on a 30 minute call to talk about your situation, and we will help you make an educated decision about your next steps, regardless of it is moving forward with our firm or not.

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The Ultimate Financial Checklist for Veterans

In this value packed checklist, you'll get 12 pages of critical things to be thinking about to build purpose beyond the 9-5

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

We utilize cutting edge financial planning technology in each domain of planning and investing to bring a best-in-class experience to our clients.

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

Schedule a Call with Erik →

Start building your purpose today.

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