Our mission is driven by passion, supported by knowledge and devoted to helping our clients attain financial security for their families and businesses. The future is unpredictable, but with a comprehensive plan, our clients can feel confident for whatever challenges they may face. We make life changing impacts through our personal relationships, our world class solutions and our commitment to service.
Services
At Bast Financial Group, our team is dedicated to providing the ultimate client experience. We firmly believe in treating others the way we want to be treated. Here you will find the people who help make it happen. If you have any questions, concerns or need assistance regarding the services we provide, please reach out directly to one of our expert team members.
A will or trust are just one aspect of a broader estate planning strategy necessary to fully protect your family and assets, and build a lasting legacy. Most people associate the phrase "estate planning" with having a will - a legal document that names your beneficiaries and spells out who gets what when you die.
Rebecca Bast resides in Odessa, Florida, with her husband John and their two children, John Thomas and Cally. Rebecca enjoys playing golf, shooting sporting clays, traveling, attending sporting events and being active in her community. Most importantly, she enjoys spending time with her family and friends.
We believe the success of an asset management model hinges on adherence to a process that is not based on emotion or today's headlines. With financial independence, family legacy and social capital solutions in place, wealth optimization becomes the focus of the planning process.
At Bast Financial Group we use a unique and disciplined values-based approach to help you make wise choices and to help ensure that your plan is focused on what you value.We break the planning process into four quadrants or phrases, each one representing one planning cycle: Clarity, Decisions, Results, and Confidence.
At Bast Financial Group we use a unique and disciplined values-based approach to help you make wise choices and to help ensure that your plan is focused on what you value.We break the planning process into four quadrants or phrases, each one representing one planning cycle: Clarity, Decisions, Results, and Confidence.
Our comprehensive approach to private wealth management will help you and your family enjoy your wealth today, and for generations to come. Every great financial plan should begin with the plans you have for your life. So we start by understanding your vision, values, and evolving goals before recommending anything.
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