Bascom Consulting Inc

Bascom Consulting Inc Financial planner in Miami
90 SW 8th St, Miami, FL 33130

Bascom Consulting Inc, located at 90 SW 8th St, Miami, FL 33130, is a reputable financial planning firm dedicated to helping individuals and businesses achieve their financial goals. Situated in the vibrant heart of Miami’s financial district, Bascom Consulting Inc offers a wide range of services, including investment management, retirement planning, tax strategy, and estate planning, tailored to meet the unique needs of their clients. With a commitment to personalized service and a team of experienced financial advisors, the firm has earned a strong reputation for excellence and reliability within the community.

Services Offered

• Investment Management: Develop customized portfolios to meet your financial objectives.
• Retirement Planning: Create a comprehensive plan to ensure financial security during retirement.
• Tax Strategy: Optimize tax liabilities with strategic planning and advice.
• Estate Planning: Ensure your assets are distributed according to your wishes and minimize estate taxes.

Cost Ranges

Financial planning services can vary in cost depending on the complexity of your needs. Here's a general idea:

• Initial Consultation: Often complimentary
• Hourly Rate: $150 - $300 per hour
• Flat Fee for Comprehensive Plan: $1,500 - $5,000
• Asset Management Fee: Typically 1% - 1.5% of assets under management annually

Local Tips

• Consider scheduling a meeting with Bascom Consulting Inc during business hours, Eastern Standard Time, for your convenience.
• Parking can be limited in the downtown area, so plan to arrive early or use public transportation if possible.
• Explore the nearby Brickell City Centre for dining and shopping after your consultation.

FAQs

• How can I schedule a consultation? You can contact Bascom Consulting Inc directly by phone or through their website to schedule an appointment.
• What should I bring to my first meeting? It's helpful to bring any financial documents, such as bank statements, investment accounts, tax returns, and a list of financial goals.
• Do they offer virtual consultations? Yes, Bascom Consulting Inc offers virtual meetings for clients who prefer or require remote consultations.

Contact Information

Address: 90 SW 8th St, Miami, FL 33130

Phone: [Insert Phone Number]

Website: [Insert Website URL]

America/New_York time zone
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