DEFINING YOUR RETIREMENT
FINANCIAL ADVISORS IN LAKEWOOD RANCH
HOW WE HELP YOU
Goals-Based Financial Planning
From buying a home to securing your retirement, we align your overall financial plan with your life's ambitions.
Everything in One Place
See all your investments, savings, documents, and debts at a glance to make informed decisions with everything in one place.
Tax Planning & Analysis
We actively manage your tax brackets with tax-efficient investment strategies for optimal financial health.
Manage Your Work 401(K)
We seamlessly integrate your 401(K) into your broader investment strategy with sophisticated software.
Risk Analysis
We use sophisticated risk software to analyze your entire financial life to ensure your investments align with your risk profile.
Estate Planning
Leverage strategic investment vehicles for tax-efficient wealth transfer, helping ensure your legacy thrives across generations.
YOUR PERSONALIZED PLAN
WE ARE THE FOUNDATION TO YOUR FINANCIAL PLAN
Creating a holistic financial plan is much more than the traditional approach of penny-pinching and stringent budgeting. At Base Wealth Management, we focus on a goals-based methodology, ensuring flexibility and strategic funding across all aspects of your financial life.
It’s about finding the optimal balance to fund various goals, from paying for the kids’ college to funding your retirement without sacrificing your quality of life today.
MORE INSIGHTS
OUR LATEST VIDEOS
Click on a card below to watch a helpful video on any topic you find interesting.
When Can You Retire? Essential Tips and Insights for Retirement Planning
Discover when you're truly ready to retire—not just financially but emotionally. Learn key strategies for retirement planning in our latest episode!
4 Key Strategies to Enhance Your Investment Performance
Explore 4 key strategies to enhance your investment performance: investor behavior, tax management, risk alignment, and cash flow optimization.
Maximize Your 401k Savings with Net Unrealized Appreciation
Discover a tax strategy to save on rolling over your 401k: transferring company stock can lead to lower tax rates.
Can You Claim Both Your Own and Your Spouse’s Social Security?
Discover how spousal Social Security benefits work, including eligibility, divorce impacts, and optimal claiming strategies for retirement planning.
Essential Tips for Planning Social Security Before Age 62
Help ensure financial stability and maximize your benefit in retirement by planning your Social Security strategy before age 62.
When Should You Create an Estate Plan?
Discover common estate planning misconceptions with attorney Pat Barnes. Learn how to ensure your assets are protected and avoid probate!
FINANCIAL FOUNDATIONS
LISTEN TO OUR PODCAST
In this show, we delve deep into the world of money, guided by seasoned experts who will unravel the complexities of finance and provide you with invaluable insights and practical advice. Hosted by Dustin Taylor and Alex Wolfe, CFP®.
GET INVOLVED
OUR LATEST EVENTS
Creative Financing Event 2023
Event held at the new office (7301 Merchant Ct) at 9AM. Guest speaker Adam Klugh.
New Office Open House 2023
Event held at the new office (7301 Merchant Ct) at 9AM. Guest speaker Adam Klugh.
