Products and Services

 

Basci Financial Services offers independent financial management and advice in the following key areas: 

 
Investment Planning
Risk Management
College Funding,
Retirement Planning
Estate Conservation 
 
 
 
Our services are designed to help you answer the following questions:
 
  •   How can I get more from my investments? 
  •   How can I reduce my exposure to risk? 
  •   How much money will I need to live comfortably in retirement? 
  •   Am I saving enough? 
  •   What is the best way to save for college? 
  •   How can I help reduce estate taxes and preserve more of my assets                 for my heirs? 
  •   Do I have the right amount of life insurance? 
 
 
 
 
My goal is to educate and inform you about the various choices and financial strategies available to you.  
 
Because I am an independent financial professional, I can offer you a universe of options in your best interest, without being restricted to a single company.
 
 
 
 
 
Some of the areas that I can help you with include:
 
Investments Insurance
Brokerage accounts Life Insurance
Stocks Whole Life Insurance
Mutual Funds Term Life Insurance
ETF’s Universal / Variable Universal Life
Managed Money Return of premium
Financial Planning Fixed Annuities
Variable Annuities Disability
Other Investments Long Term Care Insurance