Baseline Investments creates customized financial plans, based on each clients’ unique financial picture and goals. Whether you are accumulating, saving for college educations, preparing for retirement, or in your golden years, our experienced team of analysts, research, and market experts work together to create a financial plan that will best suit your ‘vision’.
Based on your financial profile, life stage and additional criteria, the Baseline team will create a financial plan that best meets your financial needs and goals. For some, it may include cash flow planning, for others it may include college education savings plans (529 plans). Whether these needs or others, it is our goal to create tax-efficient financial planning services to our valued clients. In working with you, we guide you in planning for the future while being able to enjoy your life right now.
We are a fiduciary firm, so we have no conflicts of interest in regards to third-party compensation. As an Independent RIA (Registered Investment Advisor) we have an obligation to act in your best interest.
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