Baskin Financial Planning - Colorado Springs, Colorado

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Baskin Financial Planning is a highly regarded financial planning and financial advisory firm dedicated to helping individuals and families achieve their long-term financial goals. Located in Colorado Springs, Colorado, at 12674 Woodmont Dr, Colorado Springs, CO 80921, United States, they offer personalized strategies designed to navigate the complexities of wealth management, retirement planning, and investment strategies. You can reach them directly at Phone: 7192031462, or visit their website at Website: baskinfp.com.

About Baskin Financial Planning

Baskin Financial Planning distinguishes itself through a commitment to client-centric service. They understand that everyone’s financial situation and aspirations are unique. Therefore, they prioritize building strong, trusting relationships with their clients, taking the time to truly understand their needs and risk tolerance. The firm’s core approach centers around creating tailored plans that are not just reactive to market fluctuations, but proactive in shaping a secure financial future. They focus on a holistic view of finances, considering all aspects – from budgeting and debt management to estate planning and charitable giving.

Key Features & Services

• Personalized Financial Plans: Customized strategies aligned with individual goals.
• Retirement Planning: Strategies to ensure a comfortable and financially secure retirement.
• Investment Management: Carefully selected investments designed to optimize returns while managing risk.
• Estate Planning: Guidance on protecting assets and ensuring a smooth transfer of wealth.
• Online Appointments: Providing convenience and accessibility for clients.
• On-Site Services: Offering in-person consultations for a more detailed discussion.

Accessibility & Amenities

Baskin Financial Planning is committed to creating a welcoming and accessible environment for all clients. The office is wheelchair-accessible, featuring a wheelchair-accessible entrance, wheelchair-accessible seating, and a wheelchair-accessible toilet. An on-site car park is also available. Appointments are required, and are highly recommended to maximize the value of your consultation. They currently hold 27 reviews on Google My Business, with an impressive average opinion of 5/5 – a testament to their dedication to client satisfaction.

Contact & Further Information

For those seeking expert financial guidance, Baskin Financial Planning offers a supportive and knowledgeable partnership. Erik, frequently highlighted in client feedback, demonstrates a consistent dedication to providing exceptional service. Clients consistently praise his ability to offer clear direction based on individual goals, coupled with the flexibility to adapt plans as life’s circumstances change. The firm leverages helpful shared apps to track progress and maintain a clear overview of household finances.

We strongly encourage anyone looking to establish a solid financial foundation or seeking assistance with complex financial decisions to visit their website at baskinfp.com to schedule a consultation. Their team is eager to discuss your unique situation and develop a plan tailored to your needs.

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👍 Reviews of Baskin Financial Planning

Andrew D.

5/5

Erik consistently provides 5 star service! He has provided so much guidance in many aspects of our lives. We appreciate his hard work to be available for questions and planning. We have heard from multiple friends that Erik's service goes above and beyond what other financial planners provide so highly recommend Erik!

Briana H.

5/5

Erik has been fantastic to work with. He provides regular check-ins and access to helpful shared apps to track progress on finances across our household. Erik is great at providing clear directives based on goals - with the flexibility to pivot as needed when life happens.

Emily H.

5/5

Erik is amazing. I did my free intro call with him and was throughly impressed with his knowledge and how he could walk me through my options and different scenarios (he was helping evaluate home buying finances and opportunities). Erik was instrumental in guiding me through a review of my finances and what would make most sense for me moving forward. He was able to throw an excel spreadsheet up on the screen so I could see it all clearly in front of me. I will definitely be reaching out again when I need further financial advice. I would highly recommend Erik to anyone and cannot emphasize enough how comfortable and confident I felt in our conversation!

Lake L.

5/5

Erik is incredibly knowledgeable and tailors his financial services to your needs. From portfolio organizing, to shopping your insurance quotes, to retirement planning, he is an all up CFP. I will continue working with Erik for a long, long time!

Dylan A.

5/5

I've followed Erik since he was just starting his business from BLUF Finance, to his podcast, and on to Baskin Financial Planning. His insight, tools, and support have been instrumental in my family's financial growth and security. I have learned a great deal from him on a variety of topics. Erik is highly competent and trustworthy. I recommend his services and podcast to anyone I meet, especially current and former military members.

Kayla R.

5/5

Working with Erik has been incredible. He is patient, down to earth, and knowledgeable. Integrity is a huge part of his business model which can be seen in countless ways. 10/10 recommend whether you're starting your financial journey or extremely far into it!

Matt E.

5/5

Erik is fantastic to work with. He’s knowledgeable, mature, diligent, and patient. I trust him and value his judgment. I was reticent to hire an advisor but decided it was finally time to optimize and have professional advice in managing my portfolio. It was a great decision to go with Erik.

Mat S.

5/5

Having used him for over a year, I can confidently say that I trust Erik as a planner. Previously I used Edward Jones and Fidelity and found that my returns were not nearly as strong and eventually you got lost in the mix, became just a number, and the fees in those big companies were not transparent. Erik’s fees have been reliable and easily understood since day one. They don’t balloon up or do anything unexpected. Returns have been well worth the money paid, to date. Erik has a small enough company that I feel he is readily familiar with my goals and standings if I called him out of the blue to ask a question. His expertise in military finance is the cherry on top. Highly recommend.