We built this firm for you, your journey. A Fort Wayne, Indiana-based, fee-only, registered investment advisory firm pursing excellence in investments and financial planning. Our mantra is simple: Organize, Analyze, and Plan. Tailored to each client's specific financial plan including cash flow needs, tax situation, and risk tolerance.
Have the time, interest, and expertise to personally manage your investments and financial affairs? For Bassett Financial Advisors, it's all about YOU - THE CLIENT: YOUR NEEDS, YOUR GOALS, YOUR JOURNEY. With over 30 years of experience, we get results. Everyone needs someone in their life they can trust, especially when it comes to a sea of financial matters needing navigation.
Have the time, interest, and expertise to personally manage your investments and financial affairs? For Bassett Financial Advisors, it's all about YOU - THE CLIENT: YOUR NEEDS, YOUR GOALS, YOUR JOURNEY. With over 30 years of experience, we get results. Everyone needs someone in their life they can trust, especially when it comes to a sea of financial matters needing navigation.
Services
We believe trust gives us the consent to confidentially guide you, get everything organized, and motivate you to go get the job done. Trust enables us to execute with excellence and produce extraordinary results. As we execute with excellence and deliver on our commitments, trust becomes easier to inspire, creating a flywheel of performance.
Which would you prefer, a guide for your journey that is experienced with relevant education or a salesperson? How can you tell the difference? Education and how an advisor is compensated makes all the difference. A CFP(R) must pass a rigorous two-day, 10-hour exam covering retirement, investments, taxes, insurance and estate planning.
We are steady. We meet frequently to cover specific financial planning topics at specific times of the year, year-in and year-out. We are forward-looking. We want you to know you are on track to reach your goals and use sophisticated software to track your progress. We are clever. We help you take action within your financial plan that counts, where you have the most control and that is certainly not the financial markets!.
First, we help digitally organize all your finances in one place, your own confidential financial website. Because we view things holistically, we come up with strategies encompassing almost all of personal financial management. We believe specialist in accounting, law, and insurance, etc. can be an incremental part to your success too.
We realize investment planning is foremost in the minds of the public. Wall Street promotes itself to the point that many believe investment planning is financial planning. Wall Street couldn't be more mistaken. Strategies, which are too numerous to list here, are individually formulated based on the facts we glean from our meetings and the data loaded into your financial website.
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Greg Majewski
Dec 18, 2017
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