Baskin Financial Planning - Colorado Springs, Colorado

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Baskin Financial Planning: A Comprehensive Overview

Baskin Financial Planning stands as a reputable and client-focused firm dedicated to providing comprehensive financial guidance. Located at 12674 Woodmont Dr, Colorado Springs, CO 80921, the firm operates with a commitment to building lasting relationships and achieving personalized financial goals. Their primary specialties include Financial Planner and Financial Advisor services, catering to a diverse clientele seeking expert support in various aspects of their financial lives. Further enhancing accessibility, Baskin Financial Planning offers both Online Appointments and Onsite Services, ensuring convenience for their clients.

The firm’s dedication to client satisfaction is evident through their robust accessibility features. The location boasts a Wheelchair Accessible Entrance, Wheelchair Accessible Parking Lot, and a Wheelchair Accessible Restroom, demonstrating a commitment to inclusivity. Comfortable Wheelchair Accessible Seating is also available, and an Appointment Required is standard practice, with Appointments Recommended for optimal planning sessions. A readily available Restroom adds to the overall convenience.

Baskin Financial Planning distinguishes itself through a proactive and collaborative approach. Clients consistently report positive experiences, highlighting the firm’s dedication to clear communication and tailored strategies. Early reviews suggest a consistent emphasis on delivering exceptional service, often exceeding expectations. A key element of their service model appears to be regular check-ins, providing continuous support and monitoring of progress. Furthermore, the utilization of shared applications—accessible through helpful digital tools—facilitates transparent tracking of household finances, contributing to a holistic view of the client’s financial landscape. Erik, a prominent figure within the firm, is frequently praised for his responsiveness, guidance, and proactive approach to planning. His ability to provide clear directives aligned with individual goals, while maintaining flexibility to adapt to life’s inevitable changes, seems to be a cornerstone of his approach.

Website: baskinfp.com

Phone: 192031462

Google My Business Reviews: The company currently holds 27 reviews on Google My Business, consistently receiving an impressive Average Opinion: 5/5. This high rating underlines the consistent quality of service provided.

Key Features and Services Offered

Baskin Financial Planning’s service offerings are designed to address a wide range of financial needs. While specifics require direct consultation, it's understood that services likely encompass:

• Retirement Planning: Strategies for securing a comfortable retirement future.
• Investment Management: Guidance on building and managing investment portfolios.
• Estate Planning: Assistance with wills, trusts, and other estate planning documents.
• Financial Education: Providing clients with the knowledge and tools to make informed financial decisions.
• Tax Planning: Strategies to minimize tax liabilities.

The firm’s approach appears to be deeply rooted in a personalized strategy. It's clear that Baskin Financial Planning prioritizes understanding each client’s unique circumstances, goals, and risk tolerance. The ability to ‘pivot’ as life events occur suggests an adaptable and responsive service model – a vital asset in today’s dynamic financial environment. The consistent praise for Erik’s availability and willingness to answer questions further reinforces this commitment to client support. The use of digital tools for tracking progress demonstrates a commitment to transparency and client engagement.

Contact Information and Location

For those seeking professional financial guidance, Baskin Financial Planning offers a convenient and accessible location. The firm’s headquarters is situated at 12674 Woodmont Dr, Colorado Springs, CO 80921. Clients can easily reach the firm by phone at 192031462, or through their website: baskinfp.com. The online appointment system provides a flexible way to schedule consultations. The firm’s commitment to accessibility ensures that individuals with mobility challenges can readily access their services.

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"summary": "Baskin Financial Planning is a highly-rated financial firm in Colorado Springs offering personalized financial planning and advisory services with a strong emphasis on client support and accessibility.",
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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.