A Better Way to Plan Your Financial Future

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Are you tired of struggling with your budget and uncertain financial future? Certified Financial Planner, Alex Wolfe, from Base Wealth Management has a game-changing solution for you!

In this video, Alex introduces the power of Goal-Based Planning, a revolutionary approach to achieving your financial dreams. Say goodbye to generic budgets and hello to a personalized roadmap that leads you to success.

Dreaming of owning a home? Need a new car? Worried about your kids’ education? Planning for a comfortable retirement? Dealing with debt?

Alex will guide you in setting clear, realistic, and achievable financial goals, tailored to your income and aspirations. No more vague promises to save for retirement. No more financial stress. No more confusion.

Join us on this transformative journey towards financial security and peace of mind. Click the link below to schedule your personalized, comprehensive planning meeting with Alex today!

Choose your advisor

Dan DiLascia

Sean Koscho

Kyle
Howell

Josh
Pisa

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2022 Tax Document Information

As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal. 

If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).

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