Retiring in the
Next 5–10 Years?

Without a clear withdrawal strategy, tax plan, and income roadmap, the numbers often don't add up the way people expect. We help you understand exactly where you stand.

Book a Free 15-Min CallGet Free Retirement Scorecard ↓
Or call us directly: (941) 203-4999
Certified Financial Planners™ on staff
4
Florida locations
Nationwide
Client reach
Fiduciary
Standard
Financial advisors
The Pre-Retirement Window
Where Most People Need a Plan
  • ✓ Withdrawal strategy before paychecks stop
  • ✓ Tax planning before decisions become expensive
  • ✓ Retirement income design that survives volatility

Book Your Free 15-Min Strategy Call

Speak directly with an advisor. No commitment, no pressure — just clarity.

Your assets held securely at industry-leading custodians
People We Work With

Planning That Fits Your Life.

Every financial situation is different. We work with a wide range of clients — from those just starting to think seriously about retirement, to business owners navigating a major transition, to employees trying to make the most of their workplace benefits.

Meet Our Advisors
Business Owners
Planning for the day you step away — exit strategy, tax efficiency, and building an income that lasts beyond the sale.
Florida Firefighters
FRS pension, DROP timing, and 457 strategy built around the way Florida firefighters actually retire — often in their late 40s or early 50s.
Florida Police Officers
FRS pension, DROP strategy, and 457 planning tailored specifically for Florida law enforcement officers.
Marathon Petroleum Employees
Deep familiarity with MPC benefits, pension decisions, and 401(k) options for current and departing employees.
Duval County Educators
FRS pension guidance and supplemental savings strategies designed specifically for Florida public school teachers.
Florida Families
Serving clients across Lakewood Ranch, Anna Maria Island, Jacksonville, and Lutz — and clients across the U.S. remotely.
Base Wealth Management team
22+
Years of combined advisory experience
4
Florida locations
MEET THE FOUNDER

Built on a Fiduciary Foundation.

Dan DiLascia founded Base Wealth Management in 2022 on a simple principle: every client deserves a fee-based, fiduciary advisor who puts their interests first — with full transparency on fees, services, and philosophy.

“Financial freedom starts with having a financial plan. Start planting trees today to provide shade tomorrow.”
Dan DiLascia, Founder
Dan DiLascia
Founder / Principal
Meet the full team
Real Questions We Answer

Does Any of This Sound Familiar?

These are the questions our clients bring to us — not abstract jargon, but real situations with real financial stakes at every stage of life.

"Am I actually on track to retire?"
We run a detailed projection to help you understand where you may stand — and what questions to ask next.
"Are taxes quietly affecting my returns?"
Tax-efficient strategies can play an important role in long-term outcomes. We help identify planning opportunities worth addressing.
"What do I do with this 401(k) rollover?"
Rollover decisions involve real tradeoffs. We help you understand your options clearly before taking any action.
"I'm selling my business — now what?"
Exit planning and post-sale tax strategy can have a meaningful impact on long-term income. We help you think through the full picture.
"How long will my money last?"
Sequence-of-return risk and inflation are significant factors in retirement sustainability. We model both as part of your planning process.
"I just buy ETFs — is that enough?"
A good starting point. But taxes, timing, and life changes can significantly affect long-term outcomes beyond fund selection alone.
Book a Free 15-Min CallPrefer email? [email protected]
What We Do

A Complete Ecosystem, Not a Single Product.

View All Services
Planning & Protection
Building your foundation — income, tax, and risk all working together.
Goals-Based Financial Planning
Your plan built around real milestones — retirement, legacy, education — not arbitrary benchmarks.
Tax Planning & Analysis
Proactive bracket management and tax-efficient placement — alongside your CPA or our Base Tax team.
Risk Analysis & Alignment
Software-driven risk mapping surfacing gaps between your tolerance and your actual portfolio.
Growth & Clarity
Optimizing your accounts, legacy, and full financial picture in one place.
Workplace 401(k) Integration
Your 401(k) integrated into your broader strategy — not managed in isolation from the rest of your plan.
Estate & Legacy Planning
Tax-efficient wealth transfer strategies aligned with your legacy goals and family priorities.
Everything in One Place
Investments, savings, documents, and debts in one dashboard — a clear view of your complete picture.
Your First Meeting

Your First Meeting.

No commitment, no pressure. A clear, honest conversation about where you stand and whether working together makes sense.

Schedule Free Call

Or call us directly: (941) 203-4999

1
15 Min · Free
Discovery Call
You speak directly with an advisor — not a salesperson or scheduler. We learn about your situation and goals.
2
45–60 Min · Free
Retirement Snapshot
We review your investments, projected income, and tax exposure. You get a clear picture of where things stand.
3
Your Decision
You Decide
We'll be honest about whether we're the right fit. If working together makes sense, we'll show you exactly what that looks like.
Planning Decisions Have Real Stakes

What the Research Shows.

Research consistently shows that tax strategy, withdrawal sequencing, and income design decisions made in the years before retirement can have a significant impact on long-term outcomes. Here's what the data says.

2 in 3
retirees say Social Security is a major income source — nearly double what current workers expect
53%
of Americans feel behind on retirement planning and savings
56%
of workers say healthcare costs are hurting their ability to save for retirement
1 in 3
non-retirees believe their retirement savings is on track
$87K
median retirement account balance among U.S. families who have one
7 in 10
retirees left the workforce earlier than planned

The percentages below show how many pre-retirees lack a documented plan in each key area, based on national survey data.

Pre-Retirees Without a Documented Plan — Key Risk Areas5
No Tax Plan
68%
No Withdrawal Plan
55%
No SS Strategy
62%
No Estate Plan
67%
No Written Plan
67%
Sources: EBRI/Greenwald 2025 Retirement Confidence Survey (healthcare costs, early retirement, Social Security reliance); Federal Reserve 2022 Survey of Consumer Finances (median balance); Federal Reserve 2022 SHED (savings on track); CNBC/SurveyMonkey Survey, April 2024 (behind on planning); EBRI 2023 Retirement Confidence Survey (withdrawal, SS, estate); Vanguard How America Saves 2023 (written plan); NIRS Retirement Insecurity 2024 (tax plan). For educational purposes only — individual circumstances vary.
QUIZ
100%FREEQuiz
Base Wealth Management · Free Tool
The 5-Minute
Retirement
Reality Check
8 quick questions. Instant score. Know your gaps.
Question 1 of 8
How clearly have you mapped what retirement will actually cost month to month?
Yes — I have a written retirement spending target and have pressure-tested it
Mostly — I know the rough number and have reviewed the big categories
Only loosely — I have estimates, but not a real spending framework
No — I have not worked out what retirement will cost yet
0 of 8 completed
Free Retirement Reality Check

See Where You Stand
Before You Retire.

Eight questions to stress-test your plan before you retire — taxes, income, risk, and timing in one place.

Question 1 of 8
How clearly have you mapped what retirement will actually cost month to month?
Spending

A retirement plan is easier to trust when your baseline spending, one-time goals, and lifestyle assumptions are written down and stress-tested.

0 of 8 answered
For educational purposes only — not personalized financial, tax, or investment advice. Built around public retirement guidance from SSA, Medicare, the IRS, Investor.gov, and the CFPB.

Financial Clarity, On Your Schedule.

All Videos
YouTube
Clips, explainers, and longer-form breakdowns.
Subscribe on YouTube
Financial Foundations Podcast

Expert Insights. Zero Jargon.

We go deep on real financial questions — market volatility, tax law changes, retirement mistakes, and the decisions that actually move the needle. Hosted by Dustin Taylor and Alex Wolfe, CFP®.

Apple PodcastsAll Episodes
Financial Foundations Podcast
Financial Foundations
Dustin TaylorAlex Wolfe, CFP®
Dustin Taylor & Alex Wolfe, CFP®
Community & Events

Upcoming Events

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Upcoming
July 3rd Pre-Party & July 4th Parade on Anna Maria Island
Anna Maria Island, FL
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Upcoming
Anna Maria Island Open House
Anna Maria Island, FL
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Upcoming
Largo Police Care Team 1st Annual Golf Scramble
Cove Cay Country Club · Clearwater, FL
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Client Experience

The Base Wealth App Is Here.

Track your financial plan, review your portfolio, and stay connected with your advisor — all from your phone. Built for Base Wealth clients. Available now on iOS.

Your Full Financial Picture
View investments, savings, and account balances in one consolidated dashboard.
Stay in the Loop
Get notified when your advisor shares updates, documents, or market snapshots.
Secure & Compliant
Bank-level encryption and built with compliance in mind. Your data stays yours.
Download on the App Store
Android coming soon
New
Base Wealth App
Take the Next Step

Ready to See If You're On Track?

A 15-minute call is all it takes to get real clarity. No obligation, no sales pitch — just an honest conversation with an advisor who operates under the fiduciary standard.

Book Your Free Strategy Call (941) 203-4999
1
Book a call
Pick a time that works — 15 minutes, no obligation.
2
We listen
Tell us what you are trying to solve.
3
You decide
We will be clear about fit and next steps.
Important Disclosures

BASE WEALTH MANAGEMENT is an SEC-registered investment adviser and offers advisory services in jurisdictions where it is properly registered, notice-filed, or otherwise exempt from registration requirements. Base Wealth Management renders individualized responses to persons in a particular state only after complying with applicable SEC and state regulatory requirements or pursuant to an applicable exemption or exclusion. Registration with the SEC does not imply a certain level of skill or training. Different types of investments involve varying degrees of risk, including the potential loss of principal. Past performance is not indicative of future results, and there can be no assurance that any investment strategy will be successful. There is no guarantee that any portfolio will achieve its investment objectives or outperform any benchmark or index.

Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.

This material is provided for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. It does not constitute tax or legal advice. References to market indices are for context only. Consult a qualified financial professional before making any financial decisions.

BASE WEALTH MANAGEMENT does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.

BASE WEALTH MANAGEMENT will provide all prospective clients with a copy of our current and prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis. A copy of our current ADV Part 2 Brochure is available at adviserinfo.sec.gov.

The Retirement Reality Check is an educational tool intended to help individuals identify areas that may warrant further planning discussion. It is not a financial plan, investment recommendation, or guarantee of retirement readiness.

Statistics cited on this page are drawn from third-party research and are provided for general educational context only. Individual circumstances will vary. 1,2,5 Employee Benefit Research Institute (EBRI), 2023 Retirement Confidence Survey. ebri.org. 3 Federal Reserve, Report on the Economic Well-Being of U.S. Households (2023). federalreserve.gov. 4 Federal Reserve, Survey of Consumer Finances (2022). 5 Vanguard, How America Saves (2023); National Institute on Retirement Security, Retirement Insecurity 2024.

 ·   ·   ·  regarding Compliance & Regulatory information.