DEFINING YOUR RETIREMENT
FINANCIAL ADVISORS IN LAKEWOOD RANCH
What does your perfect retirement look like? Whether it’s learning how to play the drums, traveling to distant countries or spending time with family, there’s a path for everyone, and we’re here to help you find yours.
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.
Is Social Security Enough to Cover Your Retirement?
Relying too much on Social Security? Discover 4 risks that could derail your retirement—and smarter strategies to build a stronger financial future.
What’s the Real Secret to Building Wealth?
Uncover the real secret to building wealth: it's not just about spreadsheets, but your habits and emotions around money.
What Does “Enough” Really Look Like for You?
Learn how a simple balance plan empowers educators to enjoy everyday moments now while steadily locking in a worry-free, on-time retirement they truly deserve.
Can the 15/65/20 Budget Rule Boost Your Savings Fast?
Learn how a simple 15-65-20 budget rule can help you build a cash buffer quickly and manage surprise expenses without relying on credit cards.
Could Misreading The Roth IRA 5-Year Clock Cost You Thousands?
Understand Roth IRA rules clearly: contributions, conversions, growth, and five-year timelines.
Is Your FRS Pension Enough? How Florida State Employees Can Close the Retirement Gap
Discover why your Florida Retirement System pension may cover just 50% of income and how boosting 403(b) savings can help secure retirement.
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.
